1. 8 lecture 2 Posting Insurance Payments and Creating Patient Statements

2. 8.6 Creating Statements 8-23 Patient statements are a list of the amount of money a patient owes, organized by the amount of time the money has been owed, the procedures performed, and the dates the procedures were performed – Created after an insurance claim has been filed and RA has been received

3. 8.6 Creating Statements (Continued) 8-24 Statements are created in the Statement Management area of Medisoft Statement Management dialog box

4. 8.6 Creating Statements (Continued) 8-25 When the Create Statements button is clicked, the Create Statements dialog box opens

5. 8.6 Creating Statements (Continued) 8-26 The Create Statements dialog box contains several filters, including: – Transaction Dates – Chart Numbers – Billing Codes – Case Indicator – Location – Provider – Amount – Statement Type

6. 8.6 Creating Statements (Continued) 8-27 Standard statements show all charges regardless of whether the insurance has paid on the transactions Remainder statements list only those charges that are not paid in full after all insurance carrier payments have been received

7. Once statements have been created, they are listed in the Statement Dialog box with a status of Ready To Send Exercise 8-8 page 281 8.6 Creating Statements (Continued) 8-28 Ready To Send status

8. 8.7 Editing Statements 8-29 If changes are necessary, highlight the statement in the Statement Management dialog box and click the Edit button Edit button

9. The Statement dialog box has three tabs that contain important information that can be edited: – General Tab – Transactions Tab – Comment Tab Exercise 8-9 page 285 8.7 Editing Statements (Continued) 8-30 Three tabs of the Statement diaolg box

10. The Print/Send button in the Statement Management dialog box is used to print statements that are then sent out to patients and guarantors 8.8 Printing Statements 8-31 Print/Send button

11. 8.8 Printing Statements (Continued) 8-32 When the Print/Send button is clicked, a statement method (paper or electronic) is chosen from the Print/Send Statements dialog box

12. 8.8 Printing Statements (Continued) 8-33 Next, the type of statement is chosen from the list provided in the Open Report dialog box

13. 8.8 Printing Statements (Continued) 8-34 When the Print/Send button is clicked, paper statements are printed and mailed by the office

14. 8.8 Printing Statements (Continued) 8-35 Practices uses different methods to send statements to patients – In once-a-month billing, statements are mailed to all patients at the same time each month – In cycle billing, patients are divided into groups and statement printing/mailing is staggered throughout the month Exercise 8-10 page 289