Statements/Invoices Overview

Statements/Invoices Overview

Statement and Invoice Profiles must be set up before Statements can be sent.

Statements and Invoices must be set up separately. Both require Proofs to be approved.

Statement Profiles Setup

Setup for Invoice Billing

System Settings for Invoices

 

Statements and Invoices can be manually batched and uploaded, or you can use the Job Scheduler to create the Statement batch at a preset day and time.

 

Display Procedures and Descriptions on the Statements

If you want the Procedure Codes and the Descriptions to display on the Patient Statements, notify the Statement Department, Output Solutions (OS).
  1. If you did not request this before your initial Statement setup with OS, a new proof will be sent to you for approval.

Attach a Statement Profile to a Patient

The Statement Profile can be changed for one or more Encounters which will override the Statement Profile setting.

Statement Processing  

  • Statement files are processed after 1:00 PM Eastern.

  • Any Statement files received after this time will be processed the following workday.

  • Statement Files are NOT processed over the weekend.

  • Statement Batch Dashboard Details:

    • Created Date: Time-stamped when the Statements are initially run/batched.

    • Uploading: when the Upload Statement Batch process began.

    • Accepted: When the Statement Department received the file.

    • Mailed: Confirmation that the Statement Batch has been processed. This confirmation is usually sent back overnight and uploaded to the PM System where the Statement Batch is marked as Mailed.

      • The Dunning Message count is updated after the file is uploaded and is marked as Mailed OR a printed file is marked as Mailed.

 

 

There are times that you may see Mailed more than once. This occurs when there are errors in the Statement Batch, and a second or third mailing took place after the errors were corrected.



Files should not be uploaded on Friday since the Statement Batch will not be processed until Monday at the earliest. If Monday is a holiday, it will be processed on Tuesday or after depending on the holiday backlog. If the Statement Batches are uploaded in the morning Eastern Time on Monday through Thursday, the Statements will be mailed the next day.


Hierarchy of Procedure Description used on Statements

  1. On a Statement run, the System first looks at the data entered in the Statement Description Field on the Modify Charge Line.

  2. If number 1 is blank, the System looks at the Patient-Facing Description on the Procedure Code in the Procedure Code Library.

  3. If both 1 and 2 are blank, the System looks at the default Procedure Description in on the Procedure Code in the Procedure Code Library.

 Statement Department: Etactics Output Solutions Contact Information 

  • Phone:  330-342-0568 ext 2


Learn More

Statements

  1. Add an Adjustment Code to a Printed Statement

  2. Delete a Statement Batch

  3. Mailed Status of a Statement Batch

  4. Manually Batch and Upload Statements

  5. Use Job Scheduler to Batch Statements

  6. On Demand Statements

  7. Patient Responsibility Estimator (PRE)

  8. Patient Responsibility Overview

  9. Patient Not Responsible for a Specific Insurance

  10. Patient Not Responsible on the Patient/Encounter Level

  11. Place a Statement on Hold

  12. Remove a Statement from a Batch

  13. Reset the Dunning Count

  14. Review Statement Batch Items

  15. Statement Balance Logic

  16. Statements Batch Dashboard

  17. Statement Batch FAQs

  18. Statement Batch Separation (Split)

  19. Statement Exceptions Batches

  20. View Statement/Invoice Batches

Invoices

  1. Attorney and Employer Direct Invoices

  2. Add Guarantor/Insurance to Directly Invoice Employer or Attorney

  3. Setup for Invoice Billing Overview

  4. Setup the Attorney/Employer Library for Direct Invoice Billing

  5. Create an On-Demand Invoice

Exact Plus

Etactics Training Video

National Change of Address (NCOA)


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