A preview of the original Automated statement(s) sent to the patient(s) will not be available until 7:00 PM EDT on the day statements were mailed. The user cannot view copy for Plain text user print statements, but they will be shown within the statement tracker results to present a comprehensive view of all statements sent/printed.
Select Patient > Statement Tracker.
Enter your Search Criteria or Load a Search Filter.
Use the Statement Date option to select the date when the statement was sent.
Use the Format options to select the format of statement to search for.
Use the Type options to select the type of statement to search for.
Use the Automated Statement Status drop-down menu to select status to search for.
Enter Invoice # to search for.
The Patients search criteria will return results of statements sent to the selected patients.
Use the Patient Account Type drop-down menu to select which patient types statements were sent to.
The Providers search criteria will return results of statements sent to patients with the selected providers.
Click the Search button.
Click on the icon to edit your search criteria.
You are able to interact with the search results by right-clicking on a row.
Copy: Copy the patients information to your clipboard
Open Patient: Opens the selected patient's record within the patient screen.
Create Task for Patient: Creates a user task associated with this patient.
View Statement: View the selected statement.
Marked as Fixed: Manually mark the selected row’s address as fixed (note: this does not fix the selected address, it is only used for your tracking purposes).
Update Address: Updates the selected rows address with the mailed to address.