Edit Estimate Statement Templates

Configure the design of the estimate statement(user print). You are able to edit the wording of both user-print statement types. However, the Enhanced Statements type provides you with complete control of the look and feel of your statements.

1. Select Customer Setup > Statements.

2. Use the drop-down menu to select the desired practice.

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

4. Use the drop-down menu to select the Statement Type you wish 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 on any of the editable fields/boxes and type your desired text. 

7. Add a Logo to your statement (Enhanced statements only).

   1. Click the Your Logo Here icon, then click Upload to select a logo from your computer.

   2. Adjust the logo.

   3. Click Done.

8. Click Save.

1. Select Customer Setup > Statements.

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

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

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

7. Click Save.

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 Estimate Statements table, click the Edit Templates button.

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

   Emailed Electronic Statements

   1. Review or edit your email template fields (email Subject and body). 

      Use the Righ-click options to select and add the available variables to the template. The [Payment Link] is a required field and will not save if removed from the template.

   2. Use the date format drop-down to select your date format.

   3. Under Electronic Statement Template (used for all practices) review or edit your Important Message and your Contact Us fields. This General information will be shown on the payment portal's patient statement view.

      1. Enter a personalized Message To Patients that will be shown within the bottom portion of their online bill.
      2. Select whether or not you want to show your phone contact information, email contact information, or both by selecting them and entering the required data.
      3. Optional: Click Save and Show Demo to view the important message and the contact us fields in the payment portal.

   4. Click the General tab from the side panel to access general settings that apply to all 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: Check the box and populate the required information to receive payments at a different address than the practice address.

      4. Use separate address for return: Populate the required information to have undelivered statements returned to a different address than the practice address.

   5. Click the Electronic Statement Options tab from the side panel to access Charge Breakdown options:

      1. Summarized details for each charge: Enable this option to send a summary detail of the charges.

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

      3. Show Facility/Office: Adds the facility name and address on the statement.

      4. Send Email Replies to: Select if you want to receive email replies or not and what email address you want to receive them in.  

         Click Send Sample and enter a test email to receive a sample of your electronic Statement. 

          

         SMS Text Electronic Statements

         1. Review or edit your text message template.  

            Use the Righ-click options to select and add the available variables to the template. The [Payment Link] is a required field and will not save if removed from the template.

         2. Use the date format drop-down to select your date format.

         3. Under Electronic Statement Template (used for all practices) review or edit your Important Message and your Contact Us fields. This General information will be shown on the payment portal's patient statement view.

            1. Enter a personalized Message To Patients that will be shown within the bottom portion of their online bill.
            2. Select whether or not you want to show your phone contact information, email contact information, or both by selecting them and entering the required data.
            3. Optional: Click Save and Show Demo to view the important message and the contact us fields in the payment portal.

         4. Click the General tab from the side panel to access general settings that apply to all 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: Check the box and populate the required information to receive payments at a different address than the practice address.

            4. Use separate address for return: Populate the required information to have undelivered statements returned to a different address than the practice address.

         5. Click the Electronic Statement Options tab from the side panel to access Charge Breakdown options:

            1. Summarized details for each charge: Enable this option to send a summary detail of the charges.

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

            3. Show Facility/Office: Adds the facility name and address on the statement.

            4. Send Email Replies to: Select if you want to receive email replies or not and what email address you want to receive them in.    

               Click Send Sample and enter a test phone number to receive a sample of your electronic Statement. 
               

   6. Click Save.
      

      Want to revert back to the default message? Click Reset to Default.