Assign for Statement Processing

Assign for Statement Processing will allow you to change the status of charges that are set at Pending Patient to Due Patient at a batch level to allow for future statement processing. 

Before using this option Statements should be configured within the Statements section.

  1. Select Patient > A/R Control.

  2. Enter your Search Criteria or Load a Search Filter.

  3. Click the Charge Status drop-down menu and select Pending Patient

    Pending Patient is the only charge status that can be Assigned for Statement Processing.

  1. Click.

  2. The search results will display patients who match your search terms.

  3. Place a checkmark next to the patient(s) you want to include in a specific batch action. 

  4. Click and select Assign for Statement Processing from the drop-down menu.

  5. A confirmation will appear asking "Are you sure you want to change the status of all the selected patients charges currently at PENDING PATIENT to DUE PATIENT and allow the selected charges to process for future statements?"

  6. Click Submit Batch.

    Future statements will process only if you utilize statement automation through CollaborateMD or if you manually print and mail statements in the office.