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Batch Billing Statements

Version 20.3

About Batch Billing Statements

Path: Billing tab > Billing Center button > Statements Queue tab > Bulk Statements button

When an office is ready to send patient statements in bulk, they will access the Batch Billing Statements window. Here, the user creating the statement batch will select statement parameters in the Batch Billing Statements window. Majority of the settings that dictate Batch Billing Statements are set in the Billing > Statements tab in Global/System Preferences

Batch Billing Statements Map

NumberSectionDescription
1Transaction DatesThe dates for which statements will be included in the statement batch. The user can select the option to include all dates or only a specific date range.
2Account / Claim OptionsIf the Exclude older than setting in the Global Statement Preferences is zero, this option is disabled. If a setting (in days) higher than zero is made in Global Statement Preferences, this field is enabled and used for excluding claims with a specific date from the statement file. If changed, the selection made here overrides the setting in Global/System Preferences, but does not change the Global setting itself.
3Patient OptionsThis field allows the user to include all patients in the statement file or only patients with a specific Medical Home, as indicated in their patient chart.
4Custom MessageA custom message may be entered here to override the dunning message(s) entered in Global/System Preferences.
5Begin Batch buttonThe Begin Batch button initiates the process of batching family statements that meet the statement criteria entered in this window and set in the Global/System Statement Preferences.
Version 20.2

About Batch Billing Statements

Path: Billing tab > Billing Center button > Statements Queue tab > Bulk Statements button

When an office is ready to send patient statements in bulk, they will access the Batch Billing Statements window. In the Batch Billing Statements, you can set your statement parameters before printing the statements in bulk. Click the Begin Batch button to begin printing the statements.

User Permission: When Batch Billing Statements are displayed, they are listed by the patient last name. However, when setting the statement parameters, you select to send the statements by the last name of the guarantor. The guarantor last name may be different than the last name of the patient. Therefore, you will see patient last names that are outside of the selected guarantor last name alphabetical range.