Updated: 06/29/2023 | Views: 11595
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 Options, and if your remit-to address is a P.O. Box, there are two additional steps to complete when configuring the settings.
Send Statements
- 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 on the top menu bar > Send Patient Statements.
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- Enter the appropriate criteria to Filter Patients.
Note: The criteria auto-populates with the Default Batch Options set in the Patient Statement Options.
- Click to select the Statement Delivery method(s):
- Click SHOW PATIENTS. The Send Patient Statements - Confirm Patient List window opens.
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- Review the patient list and information.
Note: The Statement Delivery column indicates the method(s) the patient receives the patient statements.
- If applicable, click to clear the checkbox on the left of the patient's name to exclude the patient from receiving a statement.
- Click Send Patient Statements to send 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. 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. Proceed to step 8.
- 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 as well. Click Yes to agree to the charges and submit the statements.
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- Make the appropriate selection to mark the patient statements as sent:
- "Yes" is selected by default and updates the patient claims status to Pending patient.
- Click to select "No" if the patient claims status should remain as Ready to send statements.
- Click Finish.
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