Topics Billing Statement (BILLING_STATEMENT) Search:  
Introduction: The Scheduled Process, Billing Statement (BILLING_STATEMENT) is a part of the Standard Process List present on Settings → Scheduled Process screen on the Billing side. This process can be executed to generate Bulk Billing Statements in PDF format.

Following are the parameters to configure this Scheduled Process:

Field Description:

Statement For: Select the option for whom the Statement must be generated. This dropdown displays three options - Patient, Guarantor and Attorney. By default, 'Patient' is selected.

From Last Name: Depending upon the value selected in the field, Statement For, enter either the last name of the patient or the last name of the Guarantor or the name of the Attorney. Furthermore, a User has provision to enter the first few alphabets of the patient’s Last Name starting with. For example, ‘Br’ when entered defines the starting range for statement generation for patients having names that start with ‘Br’. The range is completed with value entered in Upto last Name field.

Upto last Name: Enter the first few alphabets of the patient’s Last Name starting with. For example, ‘Ge’ when entered defines the ending range for statement generation for patients having their last names that start with ‘Ge’. The range is completed with value entered in From last Name field.
Note: Based on the example mentioned for the fields From Last Name and Up to Last Name. The statement generated would be for all patients whose last name falls between the beginning with Br up to Ge.

*Min. Outstanding Amt: Enter an amount to indicate generation of Statement for Patient’s outstanding amount not less than that mentioned in the field. In other words, Statements for amount that are less than the amount mentioned in the field are not generated. It is a mandatory field.

Hide Icd: Some clinics prefer not to disclose the specific Diagnostic Code to the Patients. As such depending upon the value selected in the field i.e. No/Yes the Primary ICD code associated to each Charged CPT/HCPC code in a Claim is either displayed or hidden on the generated patient Statement.

Hide Matched Claim: Depending upon the value selected in the field i.e. No/Yes the information of Claims that have been fully paid is either displayed or hidden respectively on the generated Patient Statement.

Hide Charge Desc: Depending upon the value selected in the field i.e. No/Yes the description of Charge Code is either displayed or hidden respectively on the generated patient Statement.

Hide Matched Charge: Depending upon the value selected in the field i.e. Yes/No the charges that are not due or fully paid are either displayed or hidden respectively on the generated patient Statement.

Mode: It is the mode of sharing the generated patient Statements with the patients i.e. either via email or as a printout.
  • Print for All Patients – Statement is printed for all patients who satisfy the criteria mentioned in the earlier fields on Parameters of Billing Statement popup.
  • Print for All Patients without Email – Statement is printed for patients without email addresses.
  • Send Emails Only – Statement is printed only for patients with email addresses.
  • Print for All Patients and send Emails – Statement is printed for all patients and email sent to those patients who have email addresses.
  • Send Emails Or Print as Applicable – Statement is printed and email sent to those patients for whom email and print is applicable.
*Email Subject: Enter content in the 'Email Subject' field for it to be reflected as the Subject line of the mail when the Scheduled Process is executed. This is applicable when the 'Mode' dropdown is set to ‘Send Emails Only’, ‘Print for All Patients and send Emails’ or ‘Send Emails Or Print as Applicable’. By default, the Email Subject is set as ‘Outstanding Statement as on _TODAY_’. If space has been added before or after the content in this field, then those spaces are removed from the Subject line reflected on the Email.

Optional Message: Enter a common message that is displayed at the end of each Statement of every patient.

Extra Patient SQL Cond: Enter a SQL condition that is additionally used for filtering patients to generate Statement. Example: PT_CHART_NO='SCL00239' is added then system would search the Patient with Chart No SCL00239.

Format: This dropdown controls the actual format in which statement can be printed. The values presented in the dropdown are -
  • Statement with Billing Details
  • Statement with Charges - Configurable
  • Statement with Insurance Balances
  • Statement with Running Patient Balances
Statement By: Select a value from the dropdown list to further apply filter criteria for generating Statements. The values presented in the dropdown are -
  • Patient
  • Location
  • Business Unit
  • Attending Doc
  • Rendering Doc
LOC - BU Code / Doc NPI: Depending upon the value selected from the list, its respective location code or NPI code has to be entered in the 'LOC – BU Code / Doc NPI' field. Location code has to be entered for the values Location and Business Unit whereas NPI number has to be entered for the values Attending Doc and Rendering Doc.
Note: For the value, Patient the LOC – BU Code/Doc NPI field has to be left blank.

Template Name: Click on the 'Search' icon next to the field to invoke 'Template' Search List. This popup displays a list of Templates added on the Settings → Configuration → Output Templates column → Billing screen. Click on the 'Clear' link to remove selected Template from the field.

Back to Params
©Copyright 2025 Bizmatics Inc.
All rights reserved.		 Top