PrognoCIS Help: Statement Interface

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 Settings → Scheduled Process screen on the Billing side. This process can be executed to generate Statements with 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 alphabets or keywords for the Patient's Last Name from which the alphabets should be considered while generating a Statement.

Upto Patient Last Name: Enter alphabets or keywords for the Patient's Last Name upto which the alphabets should be considered while generating a Statement. This field can also be used to specify days that must be considered in the Scheduled Process along with Upto Patient Last Name. When the number of days are added at the end of 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 genrating a Statement.

Hide Icd: Select whether the Icds must be hidden or not. This dropdown displays two options - Yes, 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, 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, No. By default, 'Yes' is selected.

Hide matched Charge: Select whether matched Charge (if any) on the Statement must be hidden or not. This dropdown displays two options - Yes, No. By default, 'Yes' is selected.

Mode: Select the mode of generating Statement. By default, 'Print for All Patients' is selected.

Optional Message: Enter an optional message that must be displayed for a Statement.

Extra Patient SQL Cond: Enter an SQL Condition for Patient that must be considered while generating a Statement. For Example: PT_CHART_NO = 'SCLXXXXXX'

Template Name for View: Click on the Search icon to invoke Template Search List. This List shows Templates configured on the Settings → Configuration → Templates column → Billing Master screen. Select a Template from the List to be displayed at header level. Click on 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, 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 reflect these choices. Specifically, if a value is provided in the LOC - BU Code / Doc NPI field, the file prefixes for both CSV and JSON formats are adjusted accordingly: 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, JSON. By default, 'CSV' is selected. The property, billing.patient.statement.interface.vendor selected as SCBILLFLASH - Secure Connect or SCREVSPRING - Secure Connect is applicable for JSON Interface Type, whereas Other Clearing Houses are applicable for CSV Interface Type.

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