Before you process Patient Billing Statements you will need to set the Statement Criteria. When you set the Statement Criteria, you are selecting which fields or what information you want to display on the Billable Statements.

Go to Billing > Patient Billing to access the Billing Tab.

Statement Criteria

Allows the user to select fields to customize the creation of billable statements. Select any fields you wish to display on the Patient Statement.

• Bill All - Select to bill every patient that has an RP balance.
• From/To - Select a range based on the patient's last name to create statements to reduce file size.
• Individual - Select to bill an individual Patient’s RP balance.

  NOTE: Individual selection overrides patient filters.

• Clinical Staff Selected - Displays the number of clinical staff selected for the patient statement.
• Cut-Off Amount - This allows the user to set a floor at what the minimum RP Balance needs to be in order to create a statement for that run.
• Balance Forward - The user can set a specific date that will bring forward balances due, prior to the date set, as one amount to be included in the total patient statement without itemizing. Amounts due after the date set will be itemized based on the Patient Statement Options set.
• Print Test - Select to print a test statement (This will not set a Bill Date).
• Billing Date - Select the billing date, ONLY if changing Cycle Bill Date on an Individual Patient.
• Update Cycle Bill Date - This allows a change to the Individual Cycle Bill Date, apart from the System-wide Cycle Bill Date setting.

  NOTE: Only available if “Individual” is selected.

As you select fields, a Patient Statement Preview displays based on selected criteria.

After you have set the Statement Criteria, click the Summary button to view the Statement Summary. (Recommended to Save summary when run).

Next Steps:

• Patient Billing - Select Staff/Programs for Patient Billing Statements you wish to create Statements for.
• Patient Billing - Process Patient Billing Statements.
  
   

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