Statements/Invoices Management Dashboard

Statements/Invoices Management Dashboard


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


(Select Statements on the Left Side Menu)


History Panel

  • 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.

  • Statement Profiles: Select to navigate to Statement Profiles screen where Profiles can be Added, Edited, Archived, and Message Templates can be created.


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.
  • 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.
    • Only Encounters with a positive Patient Balance that qualify for a Statement are shown.

    • 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

    Collections Management  Panel (Release 4.10 coming soon)

    Learn More: Collections Management








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