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A patient or insurance statement can be printed at any time from the patient chart. Patient statements can also be sent to the Statement Queue or to the patient's OP Patient Portal account from the patient chart.
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When patient payments are collected, they are entered into OP as credits.To apply an unallocated patient credit to a balance, you will first want to review the patient's credits in the patient chart.
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In this section, you will learn about the Patient Statements area on the Overview > Billing Performance tab.
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In an effort to collect previous patient balances at the time a patient is seen, practices may choose to print statements according to who is on the schedule for a specific day.
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Family credits can easily be transferred among siblings that are financially linked using the transfer method of Family Transfer.
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Patient Statement setup is done at the global level, meaning the settings will apply whenever batch statements are run. As with all Global Preferences, changes may only be made by an administrator.
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When an office is ready to send patient statements in bulk batches, they will use the Statement Queue in the Billing Center.
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Statements that are in the Statement Queue can easily be printed in-house or sent to your clearinghouse for printing. To maintain a healthy patient A/R, it is recommended to send patient statements on a regular basis.
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Follow these steps to customize your statements.
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The Disclosures section of the patient chart displays tracking for all claims and statements sent for the patient. All patient statements that were sent are listed with Patient in the Recipient column.
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Learn how to set the Statement method for each patient in their Patient Chart.
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Learn where you can see statement files that have been sent out of OP.
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It is recommended to pull a Patient Credit Report and apply available patient credits to balances prior to sending statements.