View & Download Client Statements
Statements are generated for clients with balances after an insurance claim has been filed.
Open the Statements window from the Billing tab.
To find and view existing client statements, use the available filters and click search.
The results will show generated statements that match your search criteria.
Select a statement to see its charge lines in the bottom section of this window.
To delete a statement, select the statement via the checkbox and click Delete.
Once a statement is deleted, it cannot be recovered.
To download a statement, select the statements and click Download.
Download options include:
- Download as a .zip file, or
- As individual statements within a folder
Statements are generated in PDF format only.
Post Transferred Responsibility
When transitioning to this Billing feature from another system, claims generated in the prior system should be closed out in that system. The Post Transferred Responsibility is used to enter client responsibility balances from the previously used system in NPAWorks so a single statement can be generated for the client.
From the Statements page, click Post Transferred Responsibility.
Start typing in the Client filter to search. Enter the statement billing from and to dates, the amount to be included in the statement, and an optional note. When the client’s statement is generated, any outstanding transferred responsibility will be displayed as the first line item(s) on the statement.
Generate Client Statements
Click the Generate New Statements button.
Enter filters and click Search. To include charge lines that are fully paid by the client, uncheck Show outstanding balances only.
Select the charge lines for which client statement(s) should be generated. Click Prepare.
Statements are generated by Client for the selected charge lines and the Statements page is opened. Select statements and click Download to view, print, or save.