Many billing specialists can testify: sending out an invoice as soon as you receive the EOB and post the insurance payment to the patient account greatly increases your chance of receiving timely payment. Time is a major influence; because it’s only been a couple of weeks since they had the work done, the patient will most likely pay the balance without questioning what the balance is for. Plus, patients appreciate the timeliness of not having to wait until the end of the month to know what they owe.

For this post I’m starting with the assumption that you’ve just entered the insurance payment, and the account balance represents the patient portion. This workflow creates statements on an individual basis rather batching on a weekly or monthly basis.

How to:

1. While viewing the patient or guarantor record, select Patient > Print Statements to open the Print Statements dialog box.

2. Choose the statement options:

Statement Start Date

  • From Last Zero Balance – Select this option to include transactions that were entered on the account’s ledger since the account last had a zero balance.
  • Other – Select this option to include transactions that were entered on the account’s ledger since the date you enter. The current date is entered by default, but you can change the date.
  • Walkout (Today Only) – Select this option to include transactions that were entered on the account’s ledger today.

Statement View

  • Guarantor View – Select this option to include transactions for the current patient, all patients who have the same guarantor as the current patient, and the guarantor (if not the current patient).
  • Patient View – Select this option to include transactions for the current patient. This option is not available if the patient is the guarantor for only himself or herself (the Guarantor View option will be used).

Statement Message – Type a message that you want to have appear at the bottom of the statement. Specifically you may want to mention that insurance has paid its portion.

Include credit card payment options – Select this check box to have credit card payment options appear on the statement.

Include due date as – Select this check box to include a due date on the statement. The default is one month from today, but you can click the date to change it.

3. Click Print. A PDF version of the statement appears. You can print it, or download and then email it.

Additional Information

  • To record a summary of the statement in the patient’s connections history, set the Add to Patient Connection switch to Yes.
  • On the statement, a balance forward amount will appear for the account’s balance up to the specified date.
  • For more information watch Generating a Statement for a Specific Patient in the Resource Center.