Generating Patient Statements

This article is only applicable to practices using 4D EMR to track claim and payment information without utilizing the OpenPM integration. If your practice is using OpenPM please contact OpenPM support for information on generating statements.

Sending Remaining Insurance Balances to Patient

It is only possible to generate a statement for patient balances on insurance claims after the insurance payment has been entered.  When entering the insurance payment set the ‘Next Step’ to Bill the Patient.

Creating a Statement

Once an insurance payment has been made on an insurance claim and the balance has been sent to the Patient a statement can be generated. The patient statement will also include any unpaid Co-Pay balances on that claim.

1. Go to Practice > Billing > Patient Statements
2. Click the button
3. All patients with a remaining patient balance on insurance claims will be listed.  To generate statements for all outstanding balances click the checkbox in the header row. Otherwise, check the patients that need to have a statement generated.
   • The search bar can be used to find a specific patient and the patient list can be sorted by balance or last statement date by clicking on the header names.
4. Once the desired patients are checked click to preview the statements.
5. Once all statements have been reviewed close the Preview and click on to generate the statement(s) for the balance.
6. The statement(s) can then be printed from the Statement List by clicking to open the statement in a PDF format which can then be printed.

The Statement List

Generated statements are retained for viewing and printing in the Statement List. The Statement List is accessed by going to Practice > Billing > Patient Statements.  When accessing this page, a listing of all statements that have been generated will display. The Statement List can be sorted by Date or Patient. If multiple statements were generated in one batch, it will list the number of statements generated in place of the patient’s name. Clicking the will expand the statement list to display a listing of all patients included in the batch.  The search box can be used to filter the Statement List to display only statements for an individual patient.

To view a previously generated statement, click the next to a single patient’s name to view that patient’s statement or next to the batch listing to view the entire batch.

Collecting Payments

Once a statement has been generated for the remaining balance a new Balance Due tile will display on the Patient’s Money tab.  Payments can be entered against this balance by clicking the  button and then going through the Checkout process.