Automated Statement Template

• Related Articles

• Patient Itemized Statement in Billing Manager not allowing Patient Filter

  The reports that include a Patient parameter were redesigned for version 8.2.  ​ 1. From the Patient Transaction History screen, click Itemized Statement. 2.  Enter the Period Beginning - Period Ending dates, Payer Type - Self Pay, and in the Payor ...

• SmartPay Payment Plans

  When a Smartpay customer has set up a payment plan in the eCashiering system, it will appear as a recurring payment. If you would like the payment plan details and balance to appear on the patient's statements, run the custom report  "Payment Plans ...

• Enter Patient Co-pay Payment

  Here are the steps for adding a patient copay after you have finished the claim. From the Billing Screen with Practice Management in the upper left corner -Click on Payments > Patient Payments -A small box will pop up, click New and now you can enter ...

• SmartPay eCashiering Payment Posting

  You should receive an email notification daily with a breakdown of any SmartPay patient payments. The payments automatically post into the patient's unapplied bucket.  Example email notification:  To post the daily list of payments, open a new ...

• Individual Statement Settings

  Control Individual Patient Statements   From Claim-General pull up patient A/C#, click on the ellipsis (…) and Click on the Statement Tab. This is where we can control settings for an individual patient statement. Force Next Statement check box that ...