Practice Statement Note

Note: The simplified patient statements used with the Online Statement-based Experience (formerly QuickPay Portal) do not display custom statement notes. For information about simplified and standard patient statements, see Patient Statement Samples.

1. Display the Practice Statement Note page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Statement Admin, click Practice Statement Note.
2. To see examples of effective practice statement notes, click View examples (above the Add new link).
   You can use the examples as a template to create a practice statement note that works best for your patients.
3. Click Add new.
   The Add Practice Statement Notes view appears.
4. Name — Enter a name for the practice statement note as it should appear on this page. It can have a maximum of 40 characters.
5. Message — Enter the text of the practice statement note. This message is printed at the bottom of the patient statement. The character limit is 450 characters. A character count is visible so you can see whether the note is too long before you attempt to save it.
6. Effective date — Enter or select an effective date for the practice statement note. The practice statement note will be printed on statements generated on this date or later.
   Note: Only one practice statement note is printed on patient statements. Therefore, practice statement notes cannot have overlapping dates.
7. Expiration date — Enter or select an expiration date for the practice statement note. The practice note will no longer be printed on patient statements generated on this date or later.

   Note: It takes 35 days to generate a complete run of statements (4 weeks), so you should select a 35-day range if you want to ensure that all patients with a balance receive the statement note on their statement.

8. Filter type — Select the filter type for the practice statement note. Practice-wide applies the note to all patients. Selecting Provider group, Medical group, Primary department, or Usual provider lets you narrow the audience.
9. Click Save.
   The practice statement note appears in the list of existing practice statement notes.

1. Display the Practice Statement Note page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Statement Admin, click Practice Statement Note.
2. Click edit next to the statement note that you want to edit.
3. Edit the fields as needed.
4. Click Save. The updated practice statement note appears in the list of practice statement notes.

1. Display the Practice Statement Note page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Statement Admin, click Practice Statement Note.
2. Click delete next to the practice statement note that you want to delete.
   The practice statement note is deleted.
   
3. To restore a deleted practice statement note, click Show deleted at the top of the list to display the deleted note, and then click the undelete link to restore it.