We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Batch Billing Statements

Version 14.19

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.

Note:  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.


Version 14.10

About Batch Billing Statements

Path: Smart Toolbar > Billing button > Statement 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.

Note:  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.