This report provides users with the ability to print patient statements for different timeframes and payers, which allows them to more easily reconcile the amount and due date for patient balances. Data in the Patient Statements report includes charges, payments, adjustments, and the aged ending balance of the account:
●Does not include co-pays or deductible billing.
●Uses data posted that is currently posted in Account Summary when the report is initiated.
●Excludes entries on reversed items.
1.Click the arrow beside the Offices field and then select the check box beside the office(s) you want to use for the report. To include all offices, click the top-level checkbox.
2.To include only patients that are admitted in the report, click the Active Only check box.
3.Specify a range of patients to use in the report using the Patient Last Name FromandPatient Last Name Thrufields. If applicable (multiple first names exist in the fields selected), users can further clarify which names to include in the report using thePatient First Name FromandPatient First Name Thrufields. The "first name" fields will be grayed-out unless multiple first names are present.
4.Specify a timeframe for when patient statements were created by using the Statement From and Statement Thru fields.
5.If desired, the report can utilize a specific number of days for each Aging Period:
●By default, Aging Period 1 is set to "30" days.
●By default, Aging Period 2 is set to "60" days.
●By default, Aging Period 3 is set to "90" days.
●By default,Aging Period 4is set to "120" days.
6.Specify a specific Payor to use for the report data. By default, this filter is set to "All Payors".
7.To utilize data for a specific patient, enter the Patient ID.
Click the link below to learn about the report content:
The name and address of the designated recipient for the patient statement. By default, this report isonlysent to the patient (as the statement "Payor").
However, users are able to designate a caregiver to receive patient statements by proceeding toPatients | Intake / Referral | Family Caregiverand then checking the box next toReceives Statement. With this box checked, EE will then use the selected caregiver name and address (in the "Payor" section) and the patient's name address (in the "Service Provided For" section) for the report.
oService Provided For— If theReceives Statementbox is checked for a caregiver (inPatients | Intake / Referral | Family Caregiver). (if applicable)
oPayor Name— Displays thePayoroption that was selected in the report filter criteria.
●Report data— The report itemizes details pertaining to the amount owed by patients into two sets of data for each individual patient (each page containing data for a different patient):
oThe first set of data contains an itemized list of specific charges pertaining to care for the selected patient:
§Date(s)— Associated with each service charge as posted to Accounts Receivable.
Applicable patient statements will also reflect information for any balance transfers that have occurred within the date range specified in the report filtering criteria.
oThe second set of data contains an itemized breakdown of charge totals:
§Starting Balance— The initial balance of the patient account, which includes charges that were createdprior tothe date that was selected in theStatement Fromfilter for the report.
§Current Charges— The total amount of charges that were createdbetweenthe dates that were selected in theStatement FromandStatement Thrufilters for the report.
§Current Payments— The total amount of payments or adjustments that were entered into the systembetweenthe dates that were selected in theStatement FromandStatement Thrufilters for the report.
§Ending Balance— The resulting balance that remains (from the timeframe selected in the report filters) after allCurrent ChargesandCurrent Paymentsare considered from theStarting Balance.
§The final line of the second set of data contains an Accounts Receivable aging breakdown:
