Printing Patient Statements 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 statement.

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 statement.

6. Click Save.
7. Click Generate Statement.
   

   The Generate Statement button does not display if the patient has a negative insurance balance.

The Edit Comment window opens.

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

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

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

Use 4 1/8 x 9 1/2 inch, #10 security double-window envelopes to mail patient bills. Note that window size and placement may vary among envelope brands.

Related Topics

• Creating Patient Statements in Claim Management

• Transferring an Insurance Balance to the Patient