The Statement Management Dashboard provides breakdowns of the batch counts, dollar values associated with the batches, and the status of the batches.

Before Statements/Invoices can be sent, Profiles must be set up.

Learn More: Statements/Invoice Profile Setup

Navigation of the Statement Management Dashboard

(Select Statements on the Left Side Menu)

History Panel

• Statement History: Select the History link to see the History of all Statement Batches.

• Learn more: Encounter Statement History can be viewed using the Statement History button in the Actions panel on the Encounter Dashboard.

• Create Cycle Batch: Manually create a Statement Cycle Batch.

• Cycle batches can be created by the Job Scheduler, which eliminates the necessity of manual creation.
• However, it is recommended that you start with creating batches manually before using the Job Scheduler.

• Create On-Demand Batch: Select this button to run Individual Statements on-the-fly.

• Print one Statement by Patient ID or Guarantor ID with the option to Add all Patients for the same Guarantor.

• Invoices have additional options.

• Print a previous Batch with the option to include all Errors or just the status of Error.
• Print specific DOS, Post Dates, or Responsibility Dates.

Statements/Invoices within Cycle Days Panel

This panel categorizes Statements/Invoices by their Status across all Batches within the Cycle Days determined by the setup in Admin > Statement Profiles > Add or Modify > Cycle Days.

• Example: If the Cycle Days = 28, Statements/Invoices batched in the last 28 days will display.
• The Statuses shown reflect the Statuses given to the Statement Batch Items.

• Error: These are Statement Batch Items that were not Mailed due to an Error.

• Select the Items number link to troubleshoot the Errored Batch items.

• Not Yet Mailed: Number of Items that were Batched but not Mailed.

• This Status does not show Errored Statements.
• The batch may simply be a Statement/Invoice batch that just needs to be uploaded.

• Mailed: Number of Items that were Batched and Mailed successfully.
• Will Not Send - Payment Made: Electronic notifications that won't be sent due to a payment made that satisfies the minimum required Payment Rule. Learn More
• Total Unique Statements: Total number of Statements that have Batched in the set Cycle Days.

• The number of Items in the Error, Not Yet Mailed, and Mailed Statuses does not need to equal the number of Items in the Total Unique Statements row.
• An item can display in multiple categories, so the Total Unique items may be less than the sum of the various categories.

• Last Batch displays the last Batch number that was created.

• Select the Batch number to navigate to the Statements Batch Dashboard.

• Date Created: The date the last Batch was created.
• Number of Statements Batched in last 24 hours.
• Number of Statements Batched in last 7 days.

Batches to be Sent/Processed Panel

• Statement/Invoice Batches are split into batches that are clean and ready to upload and those that have Exceptions (Errors).
• Exceptions Batches need to be reviewed before sending. There are various reasons for Exceptions.

• Missing Addresses
• The Patient has Escrow (Payments that have not been applied) and/or the Patient has a credit balance.
• The Patient or Guarantor is deceased.

Notifications Panel (**Premium Add-On**)

• Shows all Notifications Scheduled to be Sent within the Cycle Days.

• All Notifications
• Manage Errors
• Error/Undeliverable Status Descriptions

• Number of Notifications with Percentages for each status.

Address Corrections Panel

• Address Changes to Review

Profile Detail Panel

• Number of Encounters for each Statement/Invoice Profile.
• Select the Plus icon to include Balances.

• Archived: When a Statement/Invoice Profile is made inactive, it will show in the Profile Detail panel.

• None: The number on the right represents the number of Encounters that are missing an assigned Statement/Invoice Profile.

• It is recommended that a Profile be assigned.

Pre-Collections/Collections Panel

Pre-Collection

In Collection