Control Individual Patient Statements
Claim-General pull up patient A/C#, click on the ellipsis (…) and Click on the
where we can control settings for an individual patient statement.
Force Next Statement check box that will allow you to
bring the statement due date forward to the current date – this will also run
the statement engine to change any settings that could be affected by the
statement going on what is now a new date.
Note that statements cannot be forced for accounts that are on a payment
plan, or on pre-collections.
Statements will start the statement cycle over. The next statement number will
always be 1 after the reset, and the next statement type will be determined
according to the current balance of the patient and to the Send statements for
Statements will stop statements from going out for this patient and allow you
to add a flag to the patient’s account stating the reason the statements are on
Letters option will allow you to force a Precollection Letter to be sent for a
Plan section will allow you to add a patient to a payment plan and have the
payment plan amount reflect on the patient’s statement. Select On Payment Plan
to start a new payment plan for a patient.
Payment Plan Amount allows specifying the amount the patient is expected to pay
during the payment plan. The plan will end automatically when the total amount
of payments made by patient equals or exceeds the specified Total amount.
Payment Amount will represent a minimum payment amount the user is expected to
pay within each payment plan stage. If the amount is not met for any payment
plan period, the payment plan will be marked as delinquent.
option is to specify the patient’s payment pattern: weekly or monthly. Due
dates are calculated according to the selected pattern.
Date allows the user to select any date
in the future to start a payment plan for the patient. By default, Starting
Date is set to 15 days after the current date when the payment plan is
Calendar control will allows for flexible due dates of the payment plan and
will allow specifying payment exceptions. To create a payment exception,
double-click on the desired due date in the Calendar control and enter the
desired payment amount for this due date.
Payment Exceptions allow specifying a custom amount of the expected payment for any due
date of a payment plan.
The Specified Exception will be used to determine the amount of payment patient has
to pay within the corresponding period.
are marked up with red background on the Calendar control.
Reset button on the Minimum Amount for… window to remove a previously saved
Save button to save the changes and use the Reset button to revert changes to
the previous state. Other settings on the Statements tab will be temporarily
disabled while the payment plan is being edited.