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Statement Interface (STATEMENT_INTERFACE)

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Introduction: The scheduled process, Statement Interface (STATEMENT_INTERFACE), 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 statements with the CSV or JSON Statement Interface Type. 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 Patient Last Name: Enter letters or keywords for the patient's last name from which the letters should be considered while generating a statement. Upto Patient Last Name: Enter letters or keywords for the patient's last name up to which the letters should be considered while generating a statement. This field can also be used to specify the days that must be considered in the Scheduled Process along with the Upto Patient Last Name parameter. When the number of days is added at the end of the alphabetical keywords for the Upto Patient Last Name parameter, the last 3 digits are considered as days. *Min. Outstanding Amt: Enter the minimum outstanding balance that must be taken into consideration while generating a statement. Hide ICD: Select whether the ICDs must be hidden or not. This dropdown displays two options - Yes and No. By default, 'Yes' is selected. Hide Matched Claim: Select whether the matched claim (if any) must be hidden or not. This dropdown displays two options - Yes and No. By default, 'Yes' is selected. Hide Charge Desc: Select whether the charge description on the statement must be hidden or not. This dropdown displays two options - Yes and No. By default, 'Yes' is selected. Hide Matched Charge: Select whether the matched charge (if any) on the statement must be hidden or not. This dropdown displays two options - Yes and No. By default, 'Yes' is selected. Mode: Select the mode of generating the statement. By default, 'Print for All Patients' is selected. Optional Message: Enter an optional message that must be displayed on the statement. Extra Patient SQL Cond: Enter an SQL condition for the patient that must be considered while generating a statement. For example: PT_CHART_NO = 'SCLXXXXXX' Template Name for View: Click the Search icon to invoke the Template Search List. This list shows the templates configured on the Settings → Configuration → Templates column → Billing Master screen. Select a template from the list to be displayed at the header level. Click the Clear link to remove the selected template from the field. Statement By: Select the filter that must be considered for generating a statement. This dropdown has five options - Patient, Location, Business Unit, Attending Doc, and Rendering Doc. By default, 'Patient' is selected. LOC - BU Code / Doc NPI: Enter the Location, Business Unit Code, or Doc NPI that must be considered while generating a statement. When you select "Business Unit" or "Location" from the Statement By dropdown, the prefix of the generated files reflects these choices. Specifically, if a value is provided in the LOC - BU Code / Doc NPI field, the file prefixes for both the CSV and JSON formats are adjusted accordingly: the files are prefixed with "BUCODE_BU_" for Business Unit or "LOCCODE_LOC_" for Location. If no value is entered in this field, the default prefixes are used: "BU_" for Business Unit or "LOC_" for Location. Statement Interface Type: Select the Statement Interface Type from the dropdown. This dropdown has two options - CSV and JSON. By default, 'CSV' is selected. The property billing.patient.statement.interface.vendor, when selected as SCBILLFLASH - Secure Connect or SCREVSPRING - Secure Connect, is applicable for the JSON Interface Type, whereas other clearing houses are applicable for the CSV Interface Type. Back to Params