Select Patient > A/R Control.
Enter your Search Criteria or Load a Search Filter.
Patient Balance: Select a search parameter from the drop-down menu, then enter a balance amount to refine your search by.
Date Search Options: Select whether you want to search by days or by dates.
Populate the applicable filter(s) from the drop-down menu and the number of days or dates for the filter(s).
Statements Sent: Select a search parameter from the drop-down menu, then enter the number of statements sent to refine your search by.
Patient: Refine your search for a specific patient.
Account Types: Select the patient account type(s) you would like to refine your search by.
Set to send Statement: Filter your search by patients that are set to "send statement."
Send to Send FDN: Filter your search by patients that are set to "send an FDN."
Charge Balance: Select a search parameter from the drop-down menu, then enter a charge balance amount to refine your search by.
Charge Status: Filter your results further by selecting specific Charge Statuses from the drop-down menu.
Under the charges column, select View/Edit to view the charge details to provide you with a list of charges that are associated to the Charge Status selected and selected patients.
The search results page will display patients who match your search terms.
Optional: Click icon to edit your search criteria.
In the Charges column, click on the View/Edit link to review the charge detail(s) that are associated to the Charge Status selected.
Place a checkmark next to the patient(s) you want to include in a specific batch action.
Click and choose an action from the drop-down menu.
Assign for Statement Processing: Changes the status of charges that are set to Pending Patient to Due Patient at a batch level to allow for future statement processing. This action also sets the patient's "Send Statement" option.
Assign for FDN: Updates the selected patients for FDN processing.
Assign to Collections: Changes the status of charges that are set to Balance Due to Collection.
Assign to Pending Patient: Updates the status of charges that are set to Balance Due Patient to Pending Patient to prevent future statements from processing.
Write-Off Remaining Balance: Writes off the remaining balance of a selected charge that is set to Due Patient or Collections.
Debit Account: Adds fees or surcharges to the selected patients.
Click Submit Batch.
Reference the Batch Actions Help Article for steps related to a specific action.