Patient Statement Configuration

Pay-To information, statement layouts, and automated workflows for patient statements are located under the Configuration section of the Organization Admin. Let's review how these fields can be customized together! 

User Permissions

Only Managing Organization Admins and Organization Admins can configure patient statements. To learn more about user profiles and permissions, click here.

Update Pay-To Information and Timeframes

Let's review how to update the Pay-To information and the automated workflows for managing patient statements.

1. Navigate to Organization Admin > Configuration > Patient Billing.
   
2. To update all statements, including those that were previously generated, click the pencil icon next to the Baseline and skip to step #5.
3. To update information for certain statements based on the date of generation, click Create Scheduled Change Set.
   
4. Enter the effective date.
   
5. Make the desired changes.
   
6. Finally, click Save to complete the process.
   
   

• The table below defines each configuration field and its purpose.

  Field Name	Definition
  Can Generate Patient Billables from Closed Claims	Automatically creates a Patient Billable once an Insurance Claim is closed.
  Number of Days to Archive After Statement Generation	Determines how long a statement remains active before being archived.
  Days Until Statement Is Due	Sets how many days a patient has to pay before the statement becomes past due.
  Days to Follow-Up After First Statement	Automatically schedules a follow-up date after the initial statement.
  Pay-To Address Fields	Displays the address where patients should mail payments.
  Private Billing Fields	Displays additional contact information for private billing.
  Past Due Message	Displays a custom message when a statement is regenerated after its due date.

Configure Statement Layout

Statement Columns determine which data appears on patient statements and how it is presented. Let's review how to configure these columns in the RCM!

• Follow these steps to update which columns appear on Patient Statements.

  1. Navigate to Organization Admin > Configuration > Statement Template.
  2. Select Edit.
     
  3. Toggle the available columns on or off to set your preferred defaults and click Save to complete the process.
     

• The table below explains each Patient Statement column and where its data can be edited.

  Column Name	Definition	Where to Edit
  Dates of Service	All dates of care provided to the patient.	Can only be edited by Voiding or Correcting Patient Billables.
  Service	Name of the service rendered.	Practice Admin > Services > Service
  Units	Number of times a service was rendered on the same day.	Can only be edited by Voiding or Correcting Patient Billables.
  CPT Code	Procedure code used for insurance billing.	Practice Admin > Services > Billing Profile
  Facility Charges	Charges generated from the Patient Billable source.	Practice Admin > Services > Facilities > Facility Services
  Deductible/Co-ins/Co-pay	Displays deductible, co-insurance, and co-pay amounts recorded in insurance payments.	Payment Collection > Payment Details > Edit Payment Details
  Insurance Paid	Total amount paid by the insurance payer.	Payment Collection > Payment Details > Edit Payment Details
  Insurance Adjustments	Shows adjustments using CO or OA > 100 codes.	Payment Collection > Payment Details > Edit Payment Details
  Paid to Patient	Benefits paid directly to the patient using OA < 100 codes.	Payment Collection > Payment Details > Edit Payment Details
  Not Covered	Displays charges not covered by the payer using PR codes.	Payment Collection > Payment Details > Edit Payment Details
  Provider Adjustments	Amounts manually adjusted by the Provider and the associated reason.	Patient > Patient Billing > Patient Billables
  You Paid	Payments made by the patient.	Patient > Patient Billing > Payments
  Your Balance	Open Patient Billables minus the patient's payments.	Patient > Patient Billing > Patient Billables