Next Statement Date
This page allows you to set the next statement date for this patient, overriding the default statement cycle time of 35 days.
To set the date for the next patient statement
- On the Patient Actions Bar, click Billing, and then click Set Next Statement Date. The Next Statement Date page appears.
- Enter the date for the next patient statement in the Next Statement Date field.
- Click Set
Next Statement Date.
After the patient statement is sent, the Next Statement Date is automatically updated to 35 days in the future.
Tip: If you need to bill a patient immediately, instead of waiting for the regular statement cycle, you can click Bill in Next Batch. This option overrides the next statement date and causes the patient to be billed in the next statement batch (statement batches are generated six times a week, every day except Sunday).
Field Reference
| Hold Statements |
This option can be set from the Patient Registration page for this patient using the Hold statements field (in the Billing section of the page). You can also set the hold statements option on the Claim Edit page for any claim for this patient. The Hold All Statements For This Patient? menu appears on the Claim Edit page only when the patient has an outstanding balance. The menu contains the reasons to hold the statements.
Statements holds are an attribute of the patient and cause statements to be held for the patient and any family members until the hold is manually removed. |
|---|---|
| Statements Delivered Online Only | This option can be set on the Patient Registration page. |
| Last Statement Date |
You enter this note at the bottom of the Patient Registration page. |
| Next Statement Date |
Enter the date for generating the next patient statement. |
| Summary of Patient-Responsible Charges | |
| Current |
The amount owed by the patient to be billed in the next statement. |
| 30 Days |
The amount owed by the patient to be billed in the next 30 days. |
| 60 Days |
The amount owed by the patient to be billed in the next 60 days. |
| 90 Days |
The amount owed by the patient to be billed in the next 90 days. |
| 120+ Days |
The amount owed by the patient to be billed in the next 120 days. |
| Total Outstanding |
The total outstanding amount that is owed by the patient. |