This panel displays all patient statements available for download. When new patient statements are generated, the system automatically adds them to this panel.
Patient statements are generated based on changes to the patient’s balance and follow a structured cadence to ensure patients are notified appropriately without being over-notified.
E-statements are generated weekly, but only when there is a change in the patient’s balance. A balance change can occur when:
A new EOB is received from a payer that results in patient responsibility
A patient makes a payment (partial or full)
A claim is updated or adjusted, changing what the patient owes
If there is no change in the patient’s balance, a new e-statement will not be sent weekly. Instead, if the balance remains unchanged, the system will send a reminder e-statement once every month.
If the patient’s balance remains unchanged for two consecutive weeks, the system will generate a paper patient statement as part of the operational workflow. These paper statements will appear in the Patient Statements tab.
To access this, click Operations > Patient Stmt on the left side menu.
Use the table to browse and manage these statements
Patient Name
This is the Patient’s name
Billing Account ID
The corresponding Billing Account ID for that patient
Date Generated
The date this patient statement was generated
Action
Here you can download the patient statement for that patient
Search and Filter
You can search and filter your patient statements by Patient Name, EHR ID, Billing Acct ID or by when your Patient Statement was generated.
Bulk Download
You can also bulk download your patient statements, you can click on the Bulk Download on the top right corner.
Status
You can label statements as New or Processed to better manage your workflow and monitor progress. To update the status, select the desired claims, click the Status button in the top-right corner, and choose the appropriate status.
