Generate and Manage Patient Statements

Patient statements in the RCM can be generated either individually or in bulk, depending on user preference. These statements provide a comprehensive view of the Patient account, making it easier for patients to understand their balances. Managing Patient Statements and any outstanding balances is essential for completing the revenue cycle.

In the Patient Profile

Let's review how to generate a statement from the patient's profile.

1. In the Patients section, locate the desired patient and click the Patient Statements quick link.
2. Click Generate Statement.
3. In the generation window, add or remove any of the default columns by clicking the box next to their name. For information on configuring default columns and their definitions, click here.
4. The system will default the Statement Type to All Charges. However, this can be updated to only include billables with an open balance.

5. Update the Statement as of field by clicking the calendar icon and entering a starting date for the statement.

   

6. The system will default the Statement Due Date based on the configuration preferences set in the Organization Admin. However, this date can be changed by clicking the calendar icon.
7. When appropriate, toggle on the Past Due setting to include a message about the balance being past due. For more information on configuring this message, click here.
8. Add any pertinent notes to the statement when applicable and click Preview Statement to confirm the statement's accuracy.
   
9. Then click Generate Statement.
10. The system will then generate the statement window to provide options on how to send the statement:
    • Download: This will download a copy of the statement directly to your computer.
    • Print: This option prompts the system to print the statements, which can then be mailed directly to the patient.
    • Email: This option allows users to generate and send the patient statement to their email on file.
      

Manage Patient Statements

• The Patient Collection Status allows a user to label a patient's account and its current A/R status. This is a manual field and will not appear on the statement.
• The Workflow section allows a user to manually set or edit the follow-up date for the statement and assign a system user responsible for follow-up with the patient. If a user name is not shown when attempting to assign the statement for follow-up, double-check that the user permissions have been configured correctly. For more information on user permissions, click here.
• The Totals section provides an overview of the patient account's starting point and current state.
  • Patient Charges: The sum of charges on any open Patient Billables.
  • Patient Paid: This is the sum of all payments made my the patient, regardless of the payment method.
  • Provider Adjusted: The sum of all adjustments made by a provider to reduce the overall Patient balance.
  • Patient Balance: The current amount owed by the Patient. This information is calculated using the Charges - (Patient Payments + Provider Adjustments) = Patient Balance. 
  • Active Payment Plan:  If Yes, this indicates a payment plan is currently in place and is active.
• This section allows a user to view any current and previously issued statements that have not yet been archived. Selecting the Statement ID or View PDF option allows you to view the details with which the statement was generated.
• This section allows a user to view previously active statements. Statements can be archived manually within the Statement History or automatically based on the statement configurations set in the Organization Admin.
   

In the Work Center

Let's review how to generate statements in bulk using the Work Center!

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  1. Navigate to the Work Center > Patient Billing > Work Statements screen.
  2. Update the drop-downs to customize how results are displayed. Note: the system will only display patients with outstanding balances.
  3. Next, click Update to generate the results.
     
  4. To generate statements for all patients with open balances, click the box above Statement ID. 
     • To generate statements for certain patients, click the individual box next to each Statement ID.
  5. After the selections have been made, click Generate Organization Statements Now.
  6. Update the Statement As Of date before clicking Submit to complete the process.

Manage Patient Statements in the Work Center

The Organization Dashboard in the Management Center provides Admins with a section of tiles for following up on outstanding statements. These tiles will redirect the admin to the Work Center > Patient Billing > Work Statements section of the RCM.

Workflows

• The Print feature allows organizations to print select statements in-house.
• The Bulk Update Workflow/Notes feature provides organizations the ability to update the assigned user, follow-up date, or add notes on one or more statements at one time.