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 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.

Reset 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 balance typesetting.

Hold 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 hold.

Pre-collections Letters option will allow you to force a Precollection Letter to be sent for a patient.

Payment 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.

Total 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.

Minimum 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.

Weekly/Monthly option is to specify the patient’s payment pattern: weekly or monthly. Due dates are calculated according to the selected pattern.

Starting 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 activated.

The 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.

Exceptions are marked up with red background on the Calendar control.

Use the Reset button on the Minimum Amount for… window to remove a previously saved exception.

Use the 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.