Automated Patient Billing Activity

Navigate Automated Statements Activity

• Hover over the Billing icon and click Automated Patient Billing. The Patient Statements page opens then select Statements Activity. The Automated Statements Activity displays.
  1. Use the drop-down menu options to filter automated statement activity logs.
     • Delivery: Defaults to All. Click to select a specific delivery method (e.g., Email, Text, or Mail).
     • Type: Defaults to All. Click to select a specific statement type (e.g., First Statement, Reminder 1, Reminder 2, Reminder 3).
       Note: Each statement type relates to each day of the automated patient billing pre-set schedule (e.g., First Statement relates to Day 1, Reminder 1 relates to Day 3 or Day 30 depending on the schedule).
     • Since: Defaults to < 30 days ago. Click to select a different time period (e.g., 30-60 days ago, 60-90 days ago).
  2. Columns: Each listed automated statement log includes the date sent, patient name, dollar amount due, delivery method(s), send status, statement type, and additional actions.
     • To access the patient's chart, click the patient name.
     • To access the patient's Demographics page or exclude the patient from automated patient billing moving forward, click the more options icon under the Actions column.
  3. Search: Enter the patient name in the search box to find a specific patient's automated statement activity.
  4. Pagination: If applicable, click the arrows to navigate forward or back.