A Patient Statement is a bill which is to be forwarded to the patient. It is important for medical practices to ensure the bills which are being forwarded to the patient are easy to understand and provide all necessary information to the patient in reference to their balances. The clinic needs to send a statement of charges and payments received to the patient/guarantor on a periodic basis. Medical practices, depending on their medical specialty and the size of the medical practice, prefer to customize their statement processes. PrognoCIS ensures that all these customization options are presented to users while generating patient statements. This screen is divided into sections:

Properties: The Properties button is visible only to users with Read Access to the Properties Master screen. Clicking this button opens a popup displaying a list of properties from the Properties Master that are relevant to the creation of a new statement. Admin users can view both admin-level properties (displayed in red) and user-level properties (displayed in black), whereas clinic users can view only user-level properties (displayed in black).

Statement For: This section has three radio buttons: Patient, Guarantor, and Attorney.

Statement Style: This section has two options: Statement Format and Statement Template.

a) Statement Format: This dropdown controls the actual format in which the statement is expected to be printed. The options in the dropdown are:

i. Statement with Billing Details - This is a standard format currently in PrognoCIS and preferred as the default Statement Type.
ii. Statement with Charges - Configurable - This is a very simple layout presenting patient outstanding data by documenting charge-level reimbursement.
iii. Statement with Insurance Balances - This statement type is designed to show both insurance and patient balances on the statement when they are run.    
iv. Statement with Running Patient Balances - This statement type is designed to display running patient balances.This statement displays the Patient Balance column as the last column; it will always show the running patient balance.

b) Statement Template: The user can select a specific template which will be used to generate the output of the statement.

Statement Parameters: This section has the following options:

Statement From: The 'Statement Date From' field accepts the date in the mm-dd-yyyy format. Considering that statements are typically generated monthly, this field is by default set to Run Date 30 days. The user can select any other date. Regardless of the selected dates, all outstanding claims are considered for generating the Patient Statement.

Minimum Outstanding Amount: Enter the minimum outstanding amount in this field. To ensure statements are not printed for small balances, a Minimum Outstanding Amount can be specified before generating statements.

Statement Filters: Statement contents can be further filtered, and statements can be requested for a specific Business Unit, Location, Attending Doctor, or Rendering Doctor by selecting their names from the search binocular.

Hide Diagnosis Codes: This is used to hide diagnosis codes from being printed on statements. When the property statement.with.diagnosis is turned 'On', the checkbox will remain unchecked on the Reports à Statements popup, and the statement will be generated with the first ICD code next to the charge code. This checkbox is automatically checked when the property statement.with.diagnosis is turned 'Off'. Note: This property is applicable for all statement formats.

Hide Charge Description: This checkbox is used to prevent the charge description from being displayed on the statement. This checkbox is automatically checked when the property statement.suppress.chargedesc is turned 'ON'..

Hide Matched Claims:  This checkbox is checked by default to reduce the page size. All fully matched claims or claims with no patient balances are hidden from being displayed on statements.

Hide Charges with Zero Patient Balance: Any charge code for which the balance is zeroed out is hidden from the statement. This checkbox is also automatically checked as a default setting.

Message: Any specific message, apart from the dunning message, which is to be displayed on the statement can be added before generating statements. This message appears below the dunning message on the requested statement.

Add to Patient Account - Statements, on Print: ` Select the checkbox to add an entry on the Patient Account screen under the ` Statement table. `

Dunning Message: Users can specify a minimum outstanding amount for a specific bucket and the message applicable to that bucket. The dunning message-related properties are as follows:

statement.dunning.1.message

statement.dunning.1.osamt

statement.dunning.2.message

statement.dunning.2.osamt

statement.dunning.3.message

statement.dunning.3.osamt

statement.dunning.4.message

statement.dunning.4.osamt

statement.dunning.5.message

statement.dunning.5.osamt