Patient Statements

Patient Statements

Reports - Collection - Patient Statements

Customized Patient Statements are created in DuxWare to the practice's specifications. They can be printed in two ways, individually or in batch.

Usage

Single Statement

To print an individual patient statement - from the Patient Information screen select Statement from the buttons at the bottom of the screen.

Click Generate Statements from the Patient Statements page to print a single statement for the selected patient.

Batch Statements

To Batch Print Statements - From the Reports menu select Collections then Patient Statements:

Physician - Choose a single physician or all physicians

Location - Choose a single location or all locations

Last Name Range - To print ALL statements leave the default selection "Blank to ZZZ" in the blocks. To print patients with the last name beginning with A and ending with C you would enter "A to CZZZ"

Statement Default - Select the statement template to use. NOTE most practices would have only one statement template which will be defaulted.

Statement for Payer Type - Defaulted to ALL or you may select a specific payer type (i.e. Medicare) to print statements only for Medicare patients

Minimum Amount - Entering a dollar amount here will not send statements out to patients that have a total balance less than the amount you enter

Days Since Last Print to Exclude - If you want to make sure patients do not receive a statement more than once in a given time span, (i.e. 30 days) you would enter 30 which means patients that have been issued a statement in the last 30 days will not be on this statement run.

Include Insurance Only Balances - Check this box if you want ALL patients with a balance from insurance but a balance due from patient to also get a statement

Run as Family Statement - Check this box if you want patients to be combined on the statements as linked to the responsible party in the patient demographics. This feature would allow you to combine multiple children listed under a single responsible party onto one statement.

Output Statements to File - Check this box to create a file that can be sent to an electronic statement company for processing and mailing. No paper statments will be printed if this box is selected.

NOTE: If your practice is interested in electonic statements you may call our office to get details on this time saving feature.

Statement List - To view a listing of every patient that will receive a statement when you generate your statements according to your entered criteria, click the Statement List button at the bottom of the screen.

Generate Statements - Click this button to generate and print your statements.