Generating Patient Billing Statements

Patient Billing Statements can be handy when you want to run a report showing multiple visits together or share the billing statement with the patient to show amounts owed or paid. You can print or email statements with just the patient’s info, the patient and insurer, and with diagnosis and invoices.

How to Generate Billing Statement

Enter the first or last name of the patient in the top navigation bar search box. Click Enter. Select the patient from the auto-populated results. The Patient's Chart page opens.

2. On the Patient Chart page, click "Billing Statement". A pop-up window opens.

To generate billing statement or abbreviated statement, enter the following details: a. Select the date range by choosing the 'Date of Service From' and 'Date of Service To'. Use the calendar icons to select date ranges. b. Enter the claims number (if any). c. Enter the insurance adjuster (if any). d. Click the checkbox if you want Supplement and Misc Items details in the Statement. e. Add any notes f. Exclude ICD-10, CPT codes, payment summary, patient's credit, practice NPI#, rendering provider NPI#, and billing note. g. Click ‘Generate Statement’ to generate the billing statement for the given date range for the patient. h. OR Click ‘Abbreviated Statement’ to generate the abbreviated billing statement for the given date range for the patient.

4. If you clicked "Generate Statement", the Billing Statement will be generated. Now, you can send this statement to the patient or print it. a. Click the "Print" icon to print a copy of this statement. b. Click the "Mail" icon to email the statement to the patient. If you clicked "Abbreviated Statement", the Abbreviated Billing Statement will be generated. Now, you can send this statement to the patient or print it. a. Click the "Print" icon to print a copy of this statement. b. Click the "Mail" icon to email the statement to the patient.

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