Setting Up Patient Statements and Statement Notifications

You can print patient statements in detailed or summary format. Use the detailed format if you want to include Patient Uncovered Balances from Billing Adjustments or download CSV files for uploading to the TriZetto Provider Solutions Patient Exchange.

  1. From the menu, select Preferences and select Patient.
  2. To print patient statements in detailed format, select the Detailed Patient Statements check box.

    To print patient statements in summary format, deselect the Detailed Patient Statements check box.

  3. If you selected the check box, select the Items to display on Patient Statement check boxes for the information you want to include on the detailed patient statements:

    Insurance Adjustment Types and details for insurance adjustment line items, including description, insurance amount, and comments

    Carrier Payment line item details, including the amount and check number

    Provider Name, NPI, and License #, if a provider is assigned to the patient in patient Demographics

    Any comments entered for the Reason for Transfer to Patient

  4. Select the Address to Display on the statements.
  5. Select the Credit Cards to Display on the statements. These should be the credit cards your practice accepts for payment.
  6. Under Patient Statement Notifications, enter the number of days to wait between generating additional notifications reminding the patient of their outstanding balance after they have been sent their initial statement. When you generate patient statements in Claim Management, the number of the notification will change (from first to second, etc.) if the number of days you enter has passed.
    • First Notification: Enter the number of days after the initial patient statement to the first notification.
    • Second, Third, and Fourth Notification: Enter the number of days after the previous notification to send another notification.
    • Send to Collection: Enter the number of days after the Fourth notification to notify the patient that their account status has been changed to Collections.

      Sending an account to collections in Eyefinity Practice Management is for write-off and financial reporting purposes only and does not automatically send information to a collection agency. Your practice selects a collection agency and sends orders to them outside of the Eyefinity Practice Management system.

  7. Click Save.