Path: Billing Tab > Billing Center button > Statements Tab > Bulk Stmts button
Here are a few of the batch statement parameters you can check to ensure that your patients are included in your statement batches.
- When batching your statements, ensure that Exclude if all sent >= XX times is deselected or the number in the field is high enough to not effect the batching.
- Make sure the Minimum family balance is set appropriately.
Example: If the minimum family balance is set to $20, and the family's balance is only $10, then that family will be excluded from the statement batch. |
- Make sure the Days since last printed is set appropriately.
Example: If all patients should receive a statement regardless of when a previous statement was sent, enter -1. |
Additionally, you will want to ensure that all patients have a Guarantor and Statement Method selected at the top of the Insurance tab in their Account or Register. To do this:
- Navigate to the Patient Register: (Path: Smart Toolbar > Register button).
- Select the Insurance tab.
- Make sure that all patients have a Guarantor and Statement Method selected.
For more information on creating batch statements, click here.
