The Patient Statements Sheet Bar optionPatient 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 herehere to learn how.
Defaults to blank to display all accounts with a Date Type prior to today's date. Enter or select a different date to limit your results.
Defaults to today's date. You can enter or select a new date to limit or extend the results.
RCM Follow-up Date - (default) - Select this Date Type to view accounts by their assigned follow-up date.
Transaction date - Select to view accounts by date of service
Post date - Select to view accounts by the date the charge was entered into the system
Assigned CollectorAssigned Collector
Click the check mark icon to select a collector, then click Refresh. The charges assigned to the selected collector will pull to the screen. Click the minus sign icon to clear this field.
Enter a specific account number to pull only that account to the queue.
Last Name From/ThruLast Name From/Thru
Enter the last name or initial of the last name or range of last names you would like to pull to the queue. Example: A thru N or Aaron thru North.
Select a workflow status of the accounts you would like to pull to the queue. Your facility can define your own statuses using the RCM Status dictionary in Administration. Typical Statuses include:
Appealing
Check in Progress
In-progress
Open
Paused
Review
Status Pending
The Status of an account in the queue is set as the account is worked from the RCM Ledger. Any status other than Open indicates the account is being worked by an individual collector or a member of a Workgroup.
You can filter the queue by current responsible party (Due from), Provider, Patient Status, Patient Classification, and/or Case Classification by selecting one or more options from one or more of the 5 combo boxes shown.
Underneath each box, the system will display the number of items available to choose from in the box followed by the number selected. Example 12/1 displayed under Due from would indicate that there are 12 items in the list and 1 has been selected. All items are selected by default.
Use the icon to add all of the items in the group or the to de-select items already selected in the group.
To see which patients may not have received statements, run the Unbilled Patients Report.
The Patient Statement Screen
The Patient Statement ScreenPatient 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:
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.
Statements - After you select your patient filters from one or more tabs, and then click the Statements button, the Statements Screen appears This screen lists all the statements that match the filter criteria you selected on the tabs.
Billing Options - The Billing Options screen appears after you click the Billing Options button at the bottom of the Statements screen. The Billing Options screen enables you to select what information is included in your group of statements, such as dunning messages, Federal Tax ID, etc.
Create Statements - Click the Create Statements button at the bottom of the Billing Options screen to view/print the statements you have defined on the other screens.
Generating Patient Statements
To generate and view/print patient statements
Select this option to show balances overdue by 30, 60, etc. days from the date of service for the charges on the account.
Select this option to show balances overdue by 30, 60, etc. days from the date the responsibility for payment was transferred to the current guarantor.
Select this option to hide any aging amounts.
Click the to the right of the screen to launch the Person - Patient selection dialog. Select the patient for whom you wish to generate a statement from this dialog.
To select multiple patients, repeat this step for each additional patient.
The total number of patients selected displays in the Count field at bottom right.
Enter a range of names to be pulled for the statement run by entering data into the from- through fields. To pull only accounts with last names A – N enter A in the From field and N in the Through field.
Select one or more Providers. Only charges associated to the selected Provider(s) will be included in the statement run. The field is multi-selectable. Use the hot keys Ctrl + A to select all items. Click None to clear all selections.
Enter a range of names to be pulled for the statement run by entering data into the from- through fields. To pull only accounts with last names A – N enter A in the From field and N in the Through field.
Select one or more Providers. Only charges associated to the selected Provider(s) will be included in the statement run. The field is multi-selectable. Use the hot keys Ctrl + A to select all items. Click None to clear all selections.
Only groups which the current user has privileges in the Business Entities are listed for selection.
Only the last 1000 groups are listed.
Only those statement groups will be listed where guarantor kind was the same as the currently selected value, Primary or Current. If the guarantor kind selection is changed, the list will be reloaded. On the “list of available statements” screen user will get statements from the selected statement groups.
Note: This option will re-select the accounts that were included in the original patient statement run to have new statements printed. If new information has been added to the selected account or if existing information has been changed between when the statement was originally printed and when the Rebill option is selected the reprocessing of the statements will reflect all changes to the account. Rebill does not reprint the statement as it existed when the statement was first included in the selected Patient Statement Group. Rebill selects the same accounts that were included in the Statement Groups and prints statements for that group as the information currently exists on the patients ledger.
If you select 60 days (the default for this field), the statement will pull in any unpaid balance billed more than 60 days ago, or any unassigned payment posted more than 60 days ago. All transactions older than 60 days are rolled up and displayed as Balance Forward.
Select a statement layout from the drop-down list.
Select a layout for the statement from the drop-down list. This field is only used if you would like to create a CSV (comma separated value) file to send to a third party for statement processing.
Enter the file path for the location where you want the system to save the CSV file for uploading to your third party vendor.
A statement usually shows charges and what is owed, but not payments or write-off amounts that have been applied to those charges. Selecting this field displays all payments and write-off amounts for each charge.
Selecting this check box will display transfers on the statement. "Transfer" refers to the date the responsibility for payment was transferred from the insurance company to the guarantor.
If you select this option, you should also apply the "use balance forward... days" option for transactions with a zero balance.
This option overwrites all other billing options: if a case is unpaid, all transactions should be included in the statement (patient & insurance responsible transactions, 0-balanced transactions, and not in balance forward).
Selecting this check box includes the appropriate Dunning message on the statement. You can set up dunning messages in the Administration module.
This option will show the Federal Tax ID of the current Business Entity on the statement.
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Select this option to shorten the procedure description to a specific number of characters.
Select this check box to include procedures with a status of Quality Indicators.
Select this check box to include the name of the collector assigned to this case in the Financial Management module.
You can select categories from each of the 3 drop down menus in this section to establish the sort order of your statements. The available choices are the same in each drop down menu.
The system will include the text you enter in this field on the statement in addition to any default text that was configured in the Administration module. For example, your facility may configure a generic "thank you" message that shows on all statements by default.
Results |
Explanation |
Number of generated statements |
The number of unique statements available to print |
Number of generated statements with positive (non-zero) balance |
The number of unique statements printed that have non-zero balances |
Number of accounts with generated statements |
The number of accounts included in the output. If you have chosen “Current Guarantor” and an account has balances out to both Primary and Secondary guarantor, the number in this field may be different than the two above fields. |
Total billed amount |
Total amount due on the statements included in the output. |
Available statements with positive (non-zero) balance |
Total number of statements that are available for inclusion in the output. |
Count of excluded statements |
|
Last statement date does not match |
The last Billed Date of the statements was within the number of cycle days selected. Example: if you have 28 as your cycle days and it has only been 26 days since the last statement run date, no accounts printed in the last statement run will be included now as the 28 cycle days has not elapsed. |
Patient last name does not match |
Number of statements available for output that are outside of the last name from / through range entered on the Statement Option page |
Patient balance does not match |
The overall patient balance does not equal the minimum amount entered in the From / Through fields in the Statement Option page to create a statement. System minimum is set to 0.01 Patient balance may be positive on one charge and negative on another |
Account balance does not match |
The overall Account Balance does not equal the minimum amount entered in the From / Through fields in the Statement Option page to create a statement. System minimum is set to 0.01
|
Primary Provider does not match |
There are statements available to process but they are outside of the range of the Providers selected on the Statement Option page. |
Primary Insurance Classification does not match |
There are statements available to process but they are outside of the range of the Insurance Classifications selected on the Statement Option page. |
Statements with ‘no patient statement’ set (in account maintenance) |
The account has been set with a status of “No Statement”. Run the Unbilled Statement report to get a list of accounts with this setting |
Excluded manually |
Accounts are available for statements but the “selected” box was unchecked on the Statement Option screen |
Statement balance does not match |
The overall statement balance does not equal the minimum amount entered in the From / Through fields in the Statement Option page to create a statement. System minimum is set to 0.01. Unassigned payment exceeds open patient balance on a charge.
Accounts out side of a Past Due Range will also be included in this number. |
Count of excluded cases |
|
Cases with ‘no patient statement’ set |
The case has been set to “No Statement” in Demographics > Case. Run the Unbilled Statement report to get a list of accounts with this setting. |
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