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

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.

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.