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Introduction Patient Statement is a bill which is to be forwarded to Patient. It is important for Medical practices to ensure the bills which are being forwarded to Patient are easy to understand and provide all necessary information to Patient in reference to their balances. The Clinic needs to send a statement of charges and payments received to the Patient/Gurantor on a periodic basis. Medical Practices; depending on their Medical specialty and size of Medical practice prefer to customize their statements processes.PrognoCIS ensures that all these customization options are presented to users while generating Patient Statements. This screen is divided in sections: Statement For: This section has three radio buttons Patient, Guarantor and Attorney. Statement Style: This section has two options. They are Statement Format and Statement Template. a)Statement Format:This drop down control the actual format in which statement is expected to get printed.The options in dropdown are: i. Statement with Billing details - This is a standard format currently in PrognoCIS and preferred as a 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 designed to show both Insurance and patient balances on statement when they are run. iv. Statement with Running patient balances - This statement type designed to display running patient balances.This statement displays Patient balance column at the last column; it would always show running patient balance. b) Statement Template:User can select specific template which would be used to generate the output of statement. Statement Parameters:This section has the following options: Statement Date From: Field 'Statement Date From' accepts the date in mm-dd-yyyy format. Consider that the statements are typically generated monthly; this field is by default set to Run Date 30 days. User can select any other date. Regardless of selected dates, all outstanding claims are considered for generating Patient Statement. Minimum Outstanding Amount: Enter the min outstanding amount in this field. To ensure statements are not printed for small balances, Minimum Outstanding Amount can be specified before generating statements. Statement Filters: Statement contents can be further filtered and Statements can be requested for 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 printing on Statements. When the property statement.with.diagnosis is turned ‘On’, the check box will remain unchecked on Reports à Statements popup and Statement will be generated with first ICD code next to the Charge Code. This checkbox is automatically checked when property statement.with.diagnosis. Note: This property is applicable for All Statement Formats. Hide Charge Description: The checkbox is used to prevent Charge Description from being displayed on the statement. This checkbox is automatically checked when property statement.suppress.chargedesc is turned ‘ON’. Hide Matched Claims: This checkbox is always checked 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 balances are zeroed out is hidden from the statement. This checkbox is also automatically checked as a default setting. Message: Any specific message apart from Dunning Message which is to be displayed on statement can be added before generating statements. This message appears below Dunning Message on requested statement. Add to Patient Account - Statements, on Print: Select the checkbox to add an entry on Patient Account screen under Statement table. Dunning Message: Users can specify Minimum Outstanding Amount for a specific bucket and the message applicable for that bucket. Dunning message related properties are as follows:
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close button:
Click on the close button, to close the popup.
PREVIEW button:
Click on the preview button, to view the statement file.
PRINT button:
Click on the print button, to print the statement file.