Configure User Print Estimate Statement Settings

Select Customer Setup > Statements.

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

Under the Estimate Statements table, click the Edit Templates button.

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

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

Click General from the right-hand side panel to access general settings that apply to enhanced 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 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.

3. 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.
     
     

4. 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.

5. For Enhanced Statement Layout, click the Enhanced Statement Options tab from the side panel to access settings for enhanced statements only. 

   1. Estimate Due Status: Select which template will be used in the Important Message section of the estimate statement:

      1. Estimate Due Preview: This template will state that the estimated charges are due at the time of the appointment (for example a patient copay).

      2. Estimate Not Due Preview: This template will state that the amounts shown on this Estimate are not due, and are estimates only (for example a surgical or high-cost good faith estimate).

   2. Patient Insured Status: Select the preview to show based on the patient insured status:

      1. Insured Patient Preview: This will show a statement preview taking into account a patient's insurance.

      2. Self Pay Preview: This will show a statement preview taking into account patients as self-pay patients.

   3. Show Page Numbers: Adds the statement page numbers to the top right corner.

   4. Show Facility/Office contact information: Adds the facility name and address under the provider information on page 1.
      

   5. Charge Breakdown: This gives you the option to select one of two charge breakdown options:

      1. Summarized: Enable this option to group multiple charges associated with the claim. The code and description that appear on the statement are associated with the first charge on the claim.

      2. Detailed Activity: Enable this option to send a detailed listing of charges.

   6. Font: Use the drop-down menu to select the font used on the statement.

   7. Background Color: Select the color displayed on the statement.

   8. Brightness: Use the slider to set how bright the selected color should be.

   9. Icon Style: Use the drop-down menu to select how the icons in the statement should appear.

6. For Plain Text Statements, click the Plain Text options side tab from the side panel to access settings for this type of statement.

   1. Estimate Due Status: Select which template will be used in showing the amount due or expected cost in the estimate statement:

      1. Estimate Due Preview: This template will show the estimated cost due at the time of the appointment (for example a patient copay).

      2. Estimate Not Due Preview: This template will show the estimated cost but is not set as a due amount (for example a surgical or high-cost good faith estimate).

   2. Patient Insured Status: Select the preview to show based on the patient insured status:

      1. Insured Patient Preview: This will show a statement preview taking into account a patient's insurance.

      2. Self Pay Preview: This will show a statement preview taking into account patients as self-pay patients.

   3. Show ‘Address Service Requested’: Adds the Address Service Requested note to page 1.

Click Save.