Version 20.4
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Patient Chart: Statements Tab
Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Statements
The Statements window displays a list of all prior queued statements. This enables you to determine how long it has been since your last contact with the patient.
Note: Just like a paper chart, the electronic chart in OP contains personal health information and should be kept protected and confidential. Always close all windows on your screen and log out of OP when you are not at your workstation. |
Patient Chart: Statements Map
Number | Section | Description |
1 | Statements button | The Statements button accesses the Statements section of the patient's chart. |
2 | Scope | The Scope field narrows the parameters for the displayed information in the patient’s chart. Information can be displayed by patient or family. |
3 | Insurance Statement (Ins Statement) button | The Insurance Statement button prints the insurance statement with the insurance and patient responsibility for all selected charges and payments. The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges. |
4 | Display Criteria | The Display Criteria selections help to isolate different groups of transactions. The criteria is determined by transactions, statement scope, and balance or responsibility. |
5 | CMS-1500 button | The CMS-1500 button prints paper claims for HCFA-based insurance payers for all selected transactions. CMS-1500 forms should be in the printer when using this function. |
6 | Custom Message | The Custom Message field allows you to add a message prior to printing a statement. The Phrase Construction button can be used to help create the message.. |
7 | Patient Statement (Pat Statement) button | The Patient (Statement) button prints a statement with the patient's responsibility for the selected charges. The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges. |
8 | Queue Statement button | The Queue Statement button queues the patient statements for selected charges and payments. |
9 | Transaction List | The Transaction List displays the claims for the patient. |
10 | Queued Statement History grid | The Queued Statement History is a detailed history of all prior queued statements. This makes it easier to determine how long it has been since your last contact with the patient. |
Version 20.3
About Patient Chart: Statements Tab
Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Statements
The Statements window displays a transaction list of all prior queued statements. This enables you to determine how long it has been since your last contact with the patient.
Patient Chart: Statements Map
Number | Section | Description |
1 | Statements button | The Statements button displays a patient's statement information in the Patient Chart. |
2 | Scope | The Scope field narrows the parameters for the displayed information in the patient’s account. Information can be displayed by patient or family. |
3 | Insurance Statement (Ins Statement) button | The Insurance Statement button prints the insurance statement with the insurance and patient responsibility for all selected charges and payments. The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges. |
4 | Display Criteria | The Display Criteria selections help to isolate different groups of transactions. The Criteria is determined by transactions, statement scope, and balance or responsibility. |
5 | CMS-1500 button | The CMS-1500 button prints paper claims for HCFA-based insurance payers for all selected transactions. CMS-1500 forms should be in the printer when using this function. |
6 | Custom Message | The Custom Message field allows you to add a message prior to printing a statement. The Phrase Construction button can be used to help create the message.. |
7 | Patient Statement (Pat Statement) button | The Patient (Statement) button prints a statement with the patient responsibility for the selected charges. The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges. |
8 | Queue Statement button | The Queue Statement button queues patient statement for selected charges and payments. |
9 | Transaction List | The Transaction List displays the claims for the patient. |
10 | Queued Statement History grid | The Queued Statement is a detailed history of all prior queued statements. This makes it easier to determine how long it has been since your last contact with the patient. |
