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Tebra Help Center

Send Patient Statements

Updated: 09/28/2023|Views: 15084

Tebra offers several ways to get statements out to your patients quickly to reduce your patient billing cycle and increase revenue.

Once patient statements are prepared:

  • Send actionable Text Balance Reminders to ensure patients receive alerts regarding outstanding balances while their visit is still top of mind.
  • Send Email Balance Reminders so patients can review the balance and make quick, convenient, and secure payments online.
  • Use Tebra's secure patient statement mailing service to accelerate your patient collections, save staff time, and cut processing costs.
  • Self-print on-demand patient statements to mail from your office or to provide a patient with a walk-out statement. 
  • Enable Automated Patient Billing for intelligent patient messaging that optimizes both digital and mailed statements to save you time and get you paid faster. 

Note: If you have not already done so, configure the Patient Statement Optionsand if your remit-to address is a P.O. Box, there are two additional steps to complete when configuring the settings. 

Send Statements

  1. After preparing patient statements, click Send Statements at the bottom of the Find Claim window. The Send Patient Statements - Select Criteria window opens. 
    • To navigate from the Practice Home window, click Encounters > Send Patient Statements.
Desktop_FindClaim_SendStatements.png
  1. Filter Patients: Enter the appropriate criteria to filter the patients. 
    Note: The criteria auto-populates with the Default Batch Options set in the Patient Statement Options.
  2. Statement Delivery: Click to select the method(s) to send the new patient statements.
  3. Click SHOW PATIENTS. The Send Patient Statements - Confirm Patient List window opens.
Desktop_SendPatientStatements_SelectCriteria.png
  1. Review the patient list and information. 
    Note: The Statement Delivery column indicates the method(s) the patient will receive the patient statement(s).
    • If applicable, click to clear the checkbox on the left of the patient ID number to exclude the patient from receiving a statement.
    • To view the mailing address, mobile phone number, and/or email on file, click the patient name to open the Patient record then select the General tab. Close the window to return to the patient list.
  2. Click Send Patient Statements to send statements via text, email, and/or mailing service. A confirmation pop-up appears. 
    • To self-print the patient statements selected, click Other > Print Patient Statements. A confirmation pop-up appears. Click Yes to confirm and the Adobe print window opens to print the statements. In the Desktop Application (PM), the Patient Statements Sent window opens. Then, proceed to step 8. 
    • To save an XML file for another third party vendor to process the patient statements, click Other > Save to File. After saving the file, the Patient Statements Sent window opens. Then, proceed to step 8. 
  3. Click Yes to confirm. The patient statements are sent and the Patient Statements Sent window opens.
    • If patient statements are being sent through the mailing service, a transaction fee warning pop-up appears. To agree to the charges and submit the statements, click Yes.
      Note: Undeliverable and rejected statements by the USPS are still charged at the normal rate. See the Patient Statement Mailing Service Fees section of the Pricing Policy for cost details.
Desktop_SendPatientStatements_ConfirmPatList.png
  1. Make the appropriate selection to mark the patient statements as sent.
    • "Yes": Selected by default and updates the status of the claim(s) to Pending patient
    • "No": Click to select "No" if the status of the claim(s) should remain as Ready to send statements.
  2. Click Finish
Desktop_SendPatientStatements_Finish.png

 

 

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