Configure Statement Settings

Select Customer Setup > Statements.

Use the Practice  to Manage Statement Configuration for drop-down menu to select the desired practice.

Under the Automation Statement Generation table, click the Edit Templates button.

Use the drop-down menu to select the Statement Type to configure. 

Click the General tab from the side panel to access general settings that apply to automated & user-print statements.

1. Select the credit cards accepted by this practice.

   Don't accept credit card payments by mail? Make sure all credit card boxes are unchecked.

2. Show Due Date: Check this option to show the due date of Upon Receipt on the statement. 

3. Do not include account credits: Check this box to remove credits on the patient's account from being included in the calculation of the Balance Due on the statement and from being listed within the detailed line items.

4. Summarize charges: Check this option to group multiple charges associated with one claim. The code and description that appear on the statement are associated with the first charge on the claim. 

5. Show paid charges: Check this option to include all charges, with associated payments and/or adjustments, associated with the patient even if there is no outstanding balance on the charges. 

6. Show units in charge description: Check this option to show the number of units used on each line item charge.  The number of units will be displayed next to the charge description on your patient’s statements.

7. Increment Statements times Printed when sending FDN: Check this box if you wish to have FDNs be counted towards the patient's statement sent count. 

8. Statement Separation: Choose an option for statement separation.

   • Send one statement for all charges.

   • Send separate statements for charges per provider.

   • Send separate statements for charges per practice.

9. Use separate address for Pay-To:

   • Statement Pay-To address: Check the box and populate the required information to receive payments at a different address than the practice address.

     • Statement Return Address: Populate the required information to have undelivered statements returned to a different address than the practice address.

10. Use the Revenue code description for charges on institutional claims: Check this option to print the revenue code description instead of the procedure code description on institutional claims.

Optional: For Single Statement Layout, click the Single Statement Options tab from the side panel to access settings for automated statements only. 

1. Change important message based on charge age: Enable this option to edit the messages based on how old the balance is.

1.  Select the types of Payment Methods: Specify how patients make payments on their bill. 

2. Customize the patient charge message:

   1. Always send the same patient charge message: Enable this option to always send the same patient charge message.
      
   2. Use charge age to set the patient charge message: Enable this option to edit the message based on how old the balance is (e.g., 0-30 days, 31 to 60 days, 61 to 90 days, over 90 days).
      
   3. Use number of statements sent to set the patient charge message: Enable this option to edit the message based on how may statements have been sent (e.g., Sent 1 Time, Sent 2 Times, Sent 3 Times).
   4. Use Patient Comment (if exists) in place of the important message: Enable this option to use the patient comments instead of the patient charge message.

Click Save.