Configure Statement Settings

  1. Select Customer Setup > Statements.

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

    If you have multiple practices, these settings must be configured under each participating practice.

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

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

  5. Place a check in the Highlight editable fields box to show all of the fields that you are able to edit.
  6. 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.

    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.

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

  7. 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.

  8. Optional: For Consolidated Statement Layout, click the Consolidated Statement Options tab from the side panel to access settings for automated statements only.
    1.  Select the types of Payment Methods: Specify how patients make payments on their bill. 

    2. Change patient charge message based on charge age: 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)

  9. Click Save.