Statements

A statement is generated for all accounts where the guarantor has an outstanding unpaid balance. An account can be for a person, patient, parent, or spouse who is the guarantor on one or more encounters. An account may also be for an employer who is the guarantor on one or more encounters.

Each statement shows encounters with their associated charges, and any transaction activity (payments, adjustment, refunds) that is posted against those charges. Both outstanding insurance balances and patient balances are shown.

The purpose of a statement is to keep the guarantor informed of their account activity, and to bill them for their outstanding patient balance. The patient balance is comprised of self-pay encounters or encounters with a remaining balance after insurance is paid.

Encounters on a Budget Plan and encounters in Bad Debt status are not normally included on statements. However, they can be included if desired. Bad Debt encounters can be included by selecting Include bad debt encounters on Statements tab in the Practice Preferences window.