Generate Patient Statments

  • Updated

Patient statements in Avea can be generated individually or in bulk based on user preference.

From the Work Center

Let's review how to generate Patient Statements from the Work Center. 

  1. Navigate to the Work Center > Patient Billing > Work Statements screen.
  2. Since the system will only look for Patient's with open balances, update the dropdowns to customize how the results display.
  3. After you have updated any applicable dropdowns, select Update to display the results.
  4. To generate Statements for all Patients with open balances, select the Box above Statement ID.
  5. To generate Statements for some Patient with open balances, select the individual Box next the Statement ID column.
  6. After the selections have been made, select Generate Organization Statements Now.
  7. Update the Statement As Of date before selecting Submit.

  8. After selecting Submit, the system will provide a notification in the upper-right corner to confirm the new Statements are being generated. The system should then refresh and display the new Statements Ids.

From the Patient Profile

Let's review how to generate individual Patient Statements from the Patient's Profile. 

  1. Navigate to the Patient > Patient Billing > Statements.
  2. Select Generate Statement.

  3. In the generation window, select the Columns you wish to include on the Patient Statement.
  4. Update the Statement as of* date as well as any other applicable fields.
  5. Select Preview Statement.
  6. After reviewing the Statement, select Generate Statement.
  7. The system will then generate the Statement window where the Statement can then be downloaded, emailed, or printed to be mailed in-house by the facility.

Columns and their Definitions 

Patient Statements can be customized to include or omit the following columns on the Patient Statement. This customization can be utilized when generating Patient Billables from the Patient's Profile directly or under the Organization Admin.

Column Name Definition   Where to Edit  
Dates of Service This column includes all Dates of Service rendered to the patient.  This field can only be edited by Voiding or Correcting the Patient Billables. 
Service This column displays the name of the Service that was rendered. Practice Admin > Services > Service. 
Units This column displays the number of times the service was rendered in each day.  This field can only be edited by Voiding or Correcting the Patient Billables. 
CPT Code This column displays the Procedure code (when applicable) used to bill the insurance company.  Practice Admin > Services > Service > Service Billing Profile. 
Facility Charges This column displays the charges from the source of the Patient Billable.  Practice Admin > Services > Facilities > Facility Services.
Deductible/Co-ins/Co-pay This column displays any Deductible, the Co-Insurance, and Co-Pay included in the Insurance Payment. Payment Collection > Payment Details > ICN number > Edit Payment Details. 
Insurance Paid This column displays the total amount paid to the Provider directly. This would be Allowed - Patient Responsibility = Insurance Paid.  Payment Collection > Payment Details > ICN number > Edit Payment Details. 
Insurance Adjustments This column displays the total amount adjusted from the payment using CO or OA+ >100 adjustment codes Payment Collection > Payment Details > ICN number > Edit Payment Details.
Paid to Patient This column displays any of the insurance benefit paid to the patient directly using the adjustment code of OA+<100. Payment Collection > Payment Details > ICN number > Edit Payment Details. 
Not Covered This column displays the charges not covered by the payer using the PR adjustment code.  Payment Collection > Payment Details > ICN number > Edit Payment Details. 
Provider Adjustments This column displays any amount that was adjusted off by the Provider as well as the reason why.  Patient > Patient Billing > Patient Billables.
You Paid This column displays any payments made by the Patient. Patient > Patient Billing > Payments. 
Your Balance This column displays any Patient Billables with Open Balances - any payments made by the Patient.  Patient > Patient Billing > Patient Billables.

 

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