Printing Batches of Patient Bills (Letters) and Past Due Notifications

This topic tells you how to print batches of bills and past due notifications for patients.

1. From Claims Management, click Billing Claims and select Bill Outstanding Patient Balances.
2. To search for claims from a specific carrier, select the carrier from the Carrier drop-down list.
3. To search for claims from a specific date range, select a start date from the Service Date From drop-down list and an end date from the Service Date To drop-down list.

   Click the Calendar buttons to select dates from the calendar.

   To view all claims with the status Ready to Bill Patient, leave all the search criteria fields blank.

4. Click Search.

   All claims that meet your search criteria and have the status Ready to Bill Patient appear.

5. Select the check boxes for the claims that you want to bill to patients.
   To view and select more than 10 claims, change the selection in the Show Entries drop-down list at the bottom of the grid.
6. To print bills for patients that you have already billed, select the Generate new notification for patient past dues check box.

   If you select this check box, the patients with past-due claims will not appear in the list, but the bills will print as part of the PDF.

   Upon printing the bills for past due claims, Eyefinity Practice Management automatically changes the status of these claims from Billed to Patient to On Hold, Ready to Bill Patient, and then Billed to Patient. After four notifications, the claim status is set to Collections and no additional bills will print.

7. Click Generate Form.

   The claim status changes to Billed to Patient, and the patient invoice opens as a PDF in a new window.

8. Click Print.
9. After you print the patient bills, mail them to the appropriate patients.