Patient Statements

The Patient Statements Sheet Bar option under the Billing Heading in the Financial Management module enables you to send out statements of financial responsibility to patients and guarantors related to services provided at your facility or office. You can generate statements for selected individual patients or groups of patients, and you can customize what is included on the statements and how often they can be generated. This Sheet Bar options launches the Patient Statement Screen.

You can also access the Patient Statement screen from the RCM module. Click here to learn how.

To see which patients may not have received statements, run the Unbilled Patients Report.

The Patient Statement Screen

Patient Filters

The Patient Statement Screen has four tabs with Patient Filters that enable you to select the statements you wish to generate for the current statement run. You can use one or more tabs to define your group of statements:

Navigation Buttons

Buttons at the bottom of the screen enable you to navigate from screen to screen to generate the group of statements you defined using the Patient Filters.

Generating Patient Statements

To generate and view/print patient statements

  1. From the Financial Management module Sheet Bar, select Billing > Patient Statement. The Statement Options screen appears.
  2. In the Statement Options section at the top of the dialog, select the party to whom the statement(s) will be addressed: either the Primary Guarantor or Current Guarantor. Select Current Guarantor if you are not sure whether the charges are currently assigned to the Primary or Secondary Guarantor in the Patient Ledger.
  3. Select an option for showing aging amounts on the statement. The past due balances will calculate from the "Age by" option you select:
  4. To exclude cases marked as No Patient Statement, deselect check box at the bottom left of the screen.
  5. Select one or more of the following tabs to choose which statements to generate. The system will combine your choices from the filters on the tabs to create the group of statements. Click the links below to learn how to use the filters on each tab:
    • Selected Patients Select this tab to generate a statement for one or several individually selected patients.
    • Group of Patients Select this tab to generate statements for groups of patients. Sort options on the tab allow you to define a group based on Primary Provider, Patient Status, Patient Classification, or Primary Insurance Classification.
    • Enterprise Select this tab if your organization has multiple Business Groups/Business Entities and you wish to combine the statement generation process for all or selected Business Entities.
    • Rebill Select this tab to rebill a previously printed group of statements.
  6. Click Statements. The Statement Options screen appears. This screen displays a list of patients that meet the criteria you entered on one or more tabs in step 5:
    • The selected patients are listed here in a table that shows the guarantor, account and statement balances, and aging amounts based on your selections in steps 2 and 3.
    • To exclude a patient account from this batch of statements, deselect the Selected check box. The number of selected patient accounts displays in the Selected Statements field at bottom right.
    • The balance of all selected statements displays in the Selected Statement Balance field at bottom right.
  7. To choose the information that will be shown on the statement, click the Billing Options button at the bottom of the screen. The Billing Options screen appears. The selections you made in steps 2 and 3 are displayed in the Statement Options section at the top of the Billing Options screen.
  8. Select from among the options in the Billing Options section to determine what information will be shown on the statement. The PDF Layout field is the only required field. Your facility has the ability to set preferences in the Administration module for which of these check boxes will be selected by default. Click here to learn more about the fields in this section.
  1. Click Create Statements. The system will process the statement(s) and display the results on the screen.  Print or save the statement(s).
  2. A prompt appears with a summary of statements generated. This prompts asks if you want to mark the charges on the statement(s) as billed. Click here to view a table explaining the results that may appear on this prompt.
    • Click Yes to set a note in the patient account(s) that a statement was generated and to set the cycle date for the next statement to be generated. The statement appears in the file format you selected on the Billing Options screen. You can print the statement(s) or save it to your computer.
    • Click No to allow the statement(s) to be printed without adding a note to the statement history. The cycle date for the next statement will not be set.   

     

 

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