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Billing Statement (BILLING_STATEMENT)

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Introduction: The Scheduled Process, Billing Statement (BILLING_STATEMENT), is a part of the Standard Process List present on the Settings → Scheduled Process screen on the Billing side. This process can be executed to generate Bulk Billing Statements in PDF format. The following are the parameters to configure this Scheduled Process: Field Descriptions: 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 on the value selected in the 'Statement For' field, enter either the last name of the patient, the last name of the Guarantor, or the name of the Attorney. Furthermore, a user has the provision to enter the first few letters of the patient's last name. 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 the value entered in the 'Up to Last Name' field. Up to Last Name: Enter the first few letters of the patient's last name. 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 the value entered in the 'From Last Name' field. Note: Based on the example mentioned for the 'From Last Name' and 'Up to Last Name' fields, the statement generated would be for all patients whose last name falls between those beginning with 'Br' up to 'Ge'. *Min. Outstanding Amt: Enter an amount to indicate the generation of statements for a patient's outstanding amount that is not less than the amount mentioned in this field. In other words, statements for amounts that are less than the amount mentioned in this field are not generated. This is a mandatory field. Hide ICD: Some clinics prefer not to disclose the specific diagnostic code to patients. As such, depending on the value selected in this field (i.e., Yes/No), the primary ICD code associated with each charged CPT/HCPCS code in a claim is either displayed or hidden on the generated patient statement. Hide Matched Claim: Depending on the value selected in this field (i.e., Yes/No), the information for claims that have been fully paid is either displayed or hidden, respectively, on the generated patient statement. Hide Charge Desc: Depending on the value selected in this field (i.e., Yes/No), the description of the charge code is either displayed or hidden, respectively, on the generated patient statement. Hide Matched Charge: Depending on the value selected in this field (i.e., Yes/No), charges that are not due or are fully paid are either displayed or hidden, respectively, on the generated patient statement. Mode: This is the mode of sharing the generated patient statements with patients (i.e., either via email or as a printout). Print for All Patients – A statement is printed for all patients who satisfy the criteria mentioned in the earlier fields in the 'Parameters of Billing Statement' popup. Print for All Patients without Email – A statement is printed for patients without email addresses. Send Emails Only – A statement is printed only for patients with email addresses. Print for All Patients and Send Emails – A statement is printed for all patients, and an email is sent to those patients who have email addresses. Send Emails or Print as Applicable – A statement is printed and an email is sent to those patients for whom email and print are applicable. *Email Subject: Enter content in the 'Email Subject' field for it to be reflected as the subject line of the email 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 to 'Outstanding Statement as on _TODAY_'. If spaces have been added before or after the content in this field, those spaces are removed from the subject line reflected on the email. Optional Message: Enter a common message to be displayed at the end of each patient's statement. Extra Patient SQL Cond: Enter an SQL condition that is additionally used to filter patients when generating statements. For example, if PT_CHART_NO='SCL00239' is added, the system will search for the patient with Chart No. SCL00239. Format: This dropdown controls the actual format in which the 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 on the value selected from the list, its respective location code or NPI code must be entered in the 'LOC – BU Code / Doc NPI' field. A location code must be entered for the 'Location' and 'Business Unit' values, whereas an NPI number must be entered for the 'Attending Doc' and 'Rendering Doc' values. Note: For the 'Patient' value, the 'LOC – BU Code / Doc NPI' field must be left blank. Template Name: Click the 'Search' icon next to the field to open the 'Template' search list popup. This popup displays a list of templates added on the Settings → Configuration → Output Templates column → Billing screen. Click the 'Clear' link to remove the selected template from the field. Back to Params