Before you can send statements electronically, you must first understand how to generate a batch of billing statements and use filters to determine which patients will be included in the batch.
Watch this video to learn how to generate billing statements.
Key Information
Some practice management consultants recommend sending billing statements to small groups of patients each week instead of sending statements in one large batch once a month. If you want to do this, you can select an alphabetical range of patients in the Select Guarantor group box and only send statements to patients in that range.
Checking the option to include patients with credit balances prints a statement for all patients who have credit balances, even if the patients do not match other filter criteria that you have set up.
The sort transaction options apply to how the items are listed on the statement if more than one family member has transactions listed on the statement. If you choose to sort by patient, the procedures will be grouped together by patient. If you choose to sort by date, all the procedures will be sorted by date, and procedures for different patients may be mixed together.
Only the first 240 characters of the statement note are submitted through QuickBill. If your note is longer than that the remainder of the note will not appear on the statement.
In the Billing Statements dialog box, you may also choose to send your billing statements to the Batch Processor, and then select the Electronic Billing button to verify and submit your statements electronically.
