PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, or Operations Manager Permissions assigned in order to manage Patient Statement.
Batch Output Tab
The Batch Output tab allows the user to retrieve batches of statements for the purpose of outputting them.
Batches can be retrieved in two ways - By Batch or By Case.
Selecting the drop-down in the By Batch area shows batches generated in the last week. Selecting <more> will allow you to specify a date range in order to retrieve older batches.
Once a batch is selected, clicking Retrieve will display the statements from that batch in the batch output area.
Typing a case number in the By Case area, or choosing a patient using the ellipsis, and clicking Retrieve will retrieve all statements previously batched for a single case.
The columns of the output list are as follows:
Batch Output Columns
| Output | Indicates whether or not the statement has been selected for output to a specified medium (Printer, PDF, text file, etc). |
| Batch | Indicates the batch the statement was generated within. |
| Case ID | Case number of the case. |
| Name | Name of the patient represented. |
| Statement | Name of Statement Form used. |
| Due | Total due. |
| Output Status | Indicates the date and to what medium the statement was last output. This will be blank if the statement has not yet been output. |
The Field Chooser allows you to deselect or re-select the above columns. A right-click on the Output List brings up the following menu:
Output List Menu
| Mark All... | Selects all statements for output and checks the output box. |
| Unmark All... | Deselects all statements for output and unchecks the output box. |
| Toggle Selection... | Performs the opposite command. If box is checked, it will become unchecked, etc. |
| Output | Displays a list of possible output media – printer, text file, PDF, screen, or email. |
| Delete Batch... | Deletes the entire batch and updates last statement date as needed. |
| View Case... | Opens the case dialog for the selected row. |
| View Transactions... | Opens the transaction dialog for the selected row. |
To output a statement, the Output box must be checked. Single statements may be output to any medium; however, if multiple statements are selected, the media options are limited to Printer and Text File.