|
|
|
|
Once all of the criteria for the statements are set and all the exclusions determined, they must be generated so that patients may receive them. The available options depend on the practice’s use of EDI or other subscription options, the settings in the Account Permissions tool, and the individual user’s security rights. Please contact support or inside sales for details.
Print Statements 
Click this button to manually print the statements. A PDF file will open to allow the user to save or directly print the statements on the default printer within the office. These statements will need to be processed and mailed by the office staff.
Send Statements 
Click this button to transmit the statements to EDI for processing. EDI will print, process and mail the statements on behalf of the practice.
Download Statements 
Click this button to download an XML file directly to the user’s local machine for transmission, saving or processing with a third party vendor.
Export Statements 
Click this button to export an XML file directly to the location or folder specified for daily reports for transmission, saving, or processing with a third party vendor.
Update Statement Dates
The date of the most recent statement generation is included in the upper-right corner of the statement window. This date provides information about the last time statements were sent and accounts locked.
This date is not updated automatically; instead, a user must click the button to update the date. This is a manual process because setting the statement date has additional effects:
When all business is concluded for the time period and the statements are generated and transmitted as desired, click Update Stmt Dates.