Patient Statement Options

2. Formatting Options section: Enter information that should appear  on the patient statements.
   Note: The options available for selection such as Contact Information, Administrator, and Billing Contact pulls from the Practice Information. Verify the information (e.g., addresses, phone numbers) is accurate and select accordingly. 
   • Electronic Format: Defaults to Standard Format.
   • Practice Name: Click the drop-down arrow to select the practice. 
     • If Custom Practice Name is selected, enter the Custom Name.
       Note: Text balance reminders and paper statements pull the custom name. Email balance reminders pull the name from the Practice Information and not the custom name.
   • Practice and Remit Address: Click the drop-down arrow to select the address.
     Note: This is especially important if the remit-to address is a P.O. Box.
   • Pay by Phone #: Click the drop-down arrow to select the phone number. 
     • If Custom Phone Number is selected, enter the Custom Phone #.
     • To remove Pay by Phone # from patient statements, click to select "Disable Payment by Phone".
   • Billing Questions Phone #: Click the drop-down arrow to select the phone number.
     • If Custom Phone Number is selected, enter the Custom Phone #.
   • Office Hours: Enter the hours of operation (e.g., 8:00 AM - 5:00 PM Mon - Fri).
   • Credit Cards: Click to select the cards the practice accepts for payment.
   • If necessary, enter global messages (not to exceed 300 characters each). It is recommended to avoid text in all caps as this may cause overlapping characters.
     • Global Message 1: Enter a message. 
       Note: For patients in a collection category that includes a dunning message, this global message is replaced with the dunning message. 
     • Global Message 2: Enter a secondary message.
       Note: For patients with an added statement note in the patient account, this global message is replaced with the note. 

3. Default Batch Options section: Enter information to auto-populate the criteria to filter patients when sending patient statements. 
   • Days Between Statements: The number of days between statements (typically 30 days).
   • Max Statements Sent: The maximum number of statements sent to patients who have not made a payment. If there is no maximum, enter the number 99.
   • Minimum Balance: The minimum balance that must be met in order to generate a patient statement, formatted as "$0.00."
4. Billing Options section: Select the Statement Delivery method(s) that auto-populates when sending patient statements.
   • Billing Sequence: Click the drop-down arrow to select Print only, Email and print concurrently, or Email only.
     Note: Email options are only available for Tebra Payments and Patient Collect (Stripe) activated practices.
5. Notes: Enter any internal notes related to the options.
6. Click Save when finished.

Once these settings are configured, patient statements can be prepared and sent.