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.

Patient Account: Statements

Version 14.19
The Patient Account window merged with the Patient Chart for easier convenience with the creation of OP 19. Since the Help Center supports both OP 14 and OP 19, the account functions within the patient chart for OP 19 will still be referenced at the same Help Center locations as OP 14.

About Patient Account: Statements Tab

Path: Clinical tab > Patient Chart button > Statements
Path: Practice Management tab > Patient Chart button > Statements
Path: Billing tab > Patient Chart button > Statements

The Patient Chart maintains a patient’s account. Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

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 Account: 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 MessageThe 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 buttonThe Queue Statement button queues patient statement for selected charges and payments.
9
Transaction ListThe Transaction List displays the claims for the patient.
10
Queued Statement History gridThe 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.
Version 14.10

About Patient Account: Statements Tab

Path: Smart Toolbar > Account button > Statements tab

The Patient Account window maintains a patient’s account. Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Statements tab 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 Account: Statements Tab Map

Number
Section
Description

1

Patient Account tabs

The Patient Account contains the following tabs:

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 Stmt) 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 MessageThe 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 Stmt) 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 buttonThe Queue Statement button queues patient statement for selected charges and payments.
9
Transaction ListThe Transaction List displays the claims for the patient.
10
Queued Statement History gridThe 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.