The Patient Statement screen allows user to define the selection criteria for producing patient statements.
By entering the various user defined search criteria, a user can customize the printing of the statements. The first screen defines the time period to use for producing the statements. Only one period option can be selected at a time.
The next selection criteria is for whom will the statements be produced. Users can select from a variety of options.
Send Statement by e-mail button allows for sending the patient statement in a PDF format in an e-mail. To be able to use this feature you require the optional e-mail Manager module.
What information do you want displayed on the statements and the sorting of the statements. Sorting is only available if more than one patient or insurance company is selected.
IMPORTANT: The "Show Invoice item detail on statement" option and the show "Show Payment History" option are only available for Patient invoices. |
The exclusion screen permits users to define what needs to be excluded from the statement list. Note that "Balance Less Than" and "Credit Balances" apply to the total number of invoices for the patient or insurance company. Therefore, if the sum of all of the outstanding invoices do not meet the criteria, all invoices will be shown for that patient or insurance company. In other words, if a patient, for example, has three invoices with one having an outstanding credit, all three invoices will be shown for the patient since not all three invoices are equal to a credit balance. This is also true for the "Balance less than" option.
Apply Finance Charge (interest, late payment fees) by placing a check mark in the field. The interest charge will be calculated based on the interest rate placed in the office system settings screen. It will take the interest rate, divide it by 365 days and then apply the rate for the number of days since the last finance charge calculated or if no preceding finance charge exit it will calculate it from the invoice date. The finance charges will be calculated for any invoice overdue by the number of days entered in the office finance settings screen. The Statement Manager will create one Financing Charge Invoice for every invoice that is over the allowed number of days for payment.
The last screen summarizes the choices made by the user and permits the user to use the statement template (1) created in the Forms Manager of his/her choice. In the example above we have two forms that the user can select from; a Statement form and a Statement Labels form. Users can modify or create their own forms using the Forms Manager.
The Print List button print a summary list of the statements being produced.
By using the Print Statements button the user can generate labels by selecting a label form instead of the statement form. The statement form can be modified using the Forms Manager.
The Send Bill Reminder to Talksoft button configures the selected statement list for use by the Talksoft Bill reminder service.
