Statement Settings allows you to choose the Formatting Options, and Account Options when running statements. This is also where you can adjust the address alignment to fit your envelopes. 

One of the newest options we added is "Exclude accounts with an active PPM Balance Contract".  By check marking that box, it will exclude a statement from being generated for any patient with an active PPM Balance Contract. You will see the PPM Icon in the Statement Summary if you do not choose to exclude.

The Patient Statements window allows you to select criteria that will display specific patient results when you view the summary.

Statement Date will now default to Today's date as to include all changes to current. Select the drop down on any date field to change the date.

The Statement Summary is now a workable type report. This is a list of all patients based off the criteria you have chosen, with charges off hold and have a patient balance. Here you can batch print statements or send to Patient Portal.

1. Save changes in summary. If you need to come back to summary at a later time, any checked and unchecked boxes will be saved as is

2. Export allows you to save and open file as .xlsx format

3. Print Summary will generate a printable report

4. View Statements takes you to the next step in printing and sending to Patient Portal

5. Quick Search by patient last name or Financial Class

6. Select how many statements to print at a time, leave at 0 to print all

This is what you see when you click the Export. Choose where you want the file saved on your desktop.

This is what you see when you click the Print Summary. You can print, email or send to File Vault.

You can review a single statement before printing or sending to patient portal by clicking the Statement icon.

Adding a specific statement message for a patient can be done in the statement summary, as well as in Edit Information.

You can do a individual message or you can add canned messages that you will most frequently use to be saved for the future.

Right click anywhere on the patient row to get right click functions. You can add a highlight, un-highlight, place charge on hold, and edit messages for this patient. Adding a highlight will also allow you to add notes. These notes will not show on patient statement.

You will see different tabs that say To Print and To Patient Portal. In each tab you can make a final review of statements before you print or send to patient portal. Click Back at the top if you need to make changes.

At the top of Patient Summary, click Print. The printer dialogue box will pop up. You will again click "Print" when you are ready to print out your statements. Upon successful completion the print button will be grayed out and the balances will go on a hold status awaiting payment.

If you are choosing to print a certain number of statements, hitting print will ask if your statements printed correctly. Clicking yes will then go to the next set of statements until all have been printed. Once all have printed successfully, the window will close. All the patients charges will be moved automatically to Charges On Hold.

If you say No, your statements will remain in the statement summary for you to print again and will not be moved to Charges On Hold.

Click To Patient Portal tab, then at the top choose "Send to Patient Portal." The screen will close once all the patient portal statements have been sent.

All patients that get a statement via Patient Portal will receive an email as shown below.

Your patients will then click on "here" and it will take them to the website to log in.

They will enter email and password or if this is their first time they will be asked to create a password. Once logged in this is what they will see:

The patient will then click on pay statement.

A saved credit card will show like this or they can choose "Pay with different card".

They will click "Make a Payment" to finalize transaction. They will be emailed a Payment Receipt.

Payment will automatically apply to statement balance and show in the patient ledger as well as in reports with a payment method of PPCC.

Once your batch of statements are printed or sent to patient portal, they will be moved here to Charges on Hold. Before you run your next batch of statements you will need to visit Charges on Hold to review and take off hold for them to show up in Statement Summary again.

The patients listed in Charges On Hold are displayed based off the Last Statement Date and Charge Date. The dates automatically default to the date less than or equal to the date batch statements were printed and or sent to patient portal.  You can change the date at anytime with the drop down.

If you do not take charges off hold manually, they will automatically be taken off hold after 28 days. You can change the number of days to leave charges on hold for each Financial Class. Go to Utilities->System Setup->Patient->Financial Classes. Select the Financial Class from the list you wish to change.  You will see a drop down to change the number of days under "After billing patient, number of days to leave charges on hold". The default for all classes will be set to 28 days.

From Patient Menu-Edit Information, you will see 5 options, Edit Statement Message Run in Batch, Auto Pay Balance,  Print on Paper and Send to Patient Portal. The default settings are shown below.

The Edit Statement Message will allow you to change message to patient at anytime, it will only be shown for this patient.

Run In Batch-Uncheck if you do not want patient to get statements. They will not show in batch statements or running a single statement.

Auto Pay Balance-If your patient would like to set up Auto Pay, every time you send a Patient Portal statement, the statement balance will automatically withdraw from the card on file on the payment due date. If you check mark this box, you must add a card on file.

Print On Paper- Uncheck the box if patient no longer wants a printed statement.

Send To Patient Portal-Check the box if patient wants to always get portal statements.