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Charge/Transaction Options

Field	Description
Acct Minimum Statement Amt	Shows Account Minimum Statement Amount range is used to designate the balance an account. It must have to qualify to receive a statement. Guarantors with an account balance within the defined range will qualify to have a statement generated.
From / To	Shows the dollar amounts that defines the account balance and determines that it qualifies to generate a statement.
Acct Patient balance only	Shows the patient balance on all encounters for the account and determines that it qualifies to generate a statement. The sum of total patient balance on all encounters must fall within the defined Acct Minimum Statement Amt range above the guarantor to qualify receiving statements.
Acct Patient + insurance balance	Shows the patient balance and insurance balance on all encounters for the account and determines that it qualifies to generate a statement. The sum of total patient and insurance balance on all encounters must fall within the defined Acct Minimum Statement Amt range above the guarantor to qualify receiving statements.
Show only encounters with patient balance	Shows encounters on the account with an outstanding patient balance display on the statement. If an encounter has an outstanding insurance balance but no patient balance, the encounter will not display on the statement. If this option is not selected, all encounters with an outstanding balance will display on the statement, whether the balance is out to insurance or to patient. Note: This option is available only if the Acct Patient balance only option has been selected above.
Insurance payments generate statements	Shows accounts that receive an additional statement in the next run because an insurance payment was posted to one or more encounters on the account. This overrides the account’s regular statement cycle. Guarantors could potentially receive multiple statements within a month depending on the frequency of insurance payments posted to their account and the internal statement generation processes.
Display credit balances on statement	Shows total Unapplied Credits (account and encounter) on the statement. An unapplied credit is a patient payment that has been entered but not applied to a charge. Note: The total unapplied credits for an account displays in the footer of the statement in place of the Default footer message.
Include outsourced charges	Shows encounters and charges that have been outsourced to an external agency on statements. Note: Outsourcing functionality is enabled in Practice Preferences > General.
Acct Minimum Statement Amt	Shows Account Minimum Statement Amount range is used to designate the balance an account. It must have to qualify to receive a statement. Guarantors with an account balance within the defined range will qualify to have a statement generated.
Include bad debt encounters	Shows encounters in Bad Debt status on statements. When selected, bad debt encounters with non-zero balances are included and the bad debt balance is added to the amounts shown in the following areas on the statement: Pay This Amount box in the remittance header section Patient Balance column in the body section Current / 30 / 60 / 90 / 120 / Total Account Balance boxes in the footer section Note: This setting determines the default for the Include bad debt encounters check box on the Statement Options window when generating batch or individual demand statements.
Include All line items	Shows all line items on encounters that qualify for statements. When selected, an encounter with non-zero balance line items and zero balance line items will show all line items on the statement. When not selected, an encounter with non-zero balance line items and zero balance line items will show only the non-zero balance line items on the statement. Note: This setting determines the default for the Include all line items check box on the Statement Options window when generating batch or individual demand statements.
Exclude last/ history payment	Excludes encounters that were paid in full since the last statement from appearing on the next statement. If this option is not selected, encounters that were paid in full will appear on the next statement showing the payment and a $0.00 balance.
Exclude void charge/ transaction activity	Prevents voided charges and their associated transactions from appearing on statements.