Manage Statements Sent per Claim

Want to manage how many times a statement has gone out for a specific claim?  You can edit the number of times a statement has been sent for a specific claim within the manage account screen. This is helpful if you need to remove an already submitted statement from the total amount of statements sent.

  1. Select Patient > Manage Account.

  2. Use the Search field to search through your patients or insured.

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient

  4. Under Transaction Listing. locate the DOS the procedure is under and click the expand arrow.

    Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

  5. Select the claim DOS line.

  6. within the Statements Sent field, you can edit the number of times the statement has been sent for the claim.

  7. Click Save.