Printing Patient Bills (Letters) Individually

1. Open the Claim Detail window for a claim you want to bill to a patient.

   For more information on opening the window, go to Viewing Claim Details.

2. If the claim does not have the status On Hold, Ready to Bill Patient, or Void, click On Hold.

   The claim now has the status On Hold.

3. Perform one of the following actions:
   • To mark all line items on the claim as Ready to Bill Patient, click Bill to Patient.
   • To mark a line item as Ready to Bill Patient, select Ready to Bill Patient from the Action drop-down list in the row of the line item you want to bill.

     

4. From the Rejection Reason drop-down list, select a rejection reason.

   This reason will be printed on the patient invoice.

5. In the Please enter a reason below text box, enter a more detailed note explaining why the claim was rejected.

   This note will be printed on the patient invoice.

6. Click Save.
7. Click Generate Patient Letter.

The Edit Letter Comment window opens.

8. If necessary, click the letter comment text and edit it.
9. Click Generate Letter.

The claim status changes to Billed to Patient and the patient’s bill opens as a PDF in a new window.

10. Click Print.
11. After you print the patient bill, mail it to the patient.