Creating Statements

1.        From the Main Menu (Physician)] select 4 for Statement Programs. This will bring you to the Statement Directory.

2.        Now you can select the type of statement you want to create

You set up the frequency between your statements (also called billing cycle) in your System setting Listing. For example if you set this setting to 30 days between statements, a patient will receive a statement at intervals no less than 30 days no matter how often you run your statements. The program puts in the date it sent the last statement to a patient in the Patient Account Information Screen. When you run your statements, the program checks the date to see if 30 days have passed before it creates another statement for each patient.

You may override the 30-day waiting period for the next statement by creating a demand statement.

You also have control over how far back statements are itemized. If you run open-item statements, all "open" charges are shown on the statement. If you run "Standard 1-Up" statements, charges are only itemized for the period defined in the system setting cm_tritmsm. This setting is set to 30 days "from the factory," but you may change it to any number you wish (including 999,999). 30 days means the last 30 days of activity will be itemized on the statement. Any balance prior to 30 days will be listed as "Previous Balance."

SSI® Note: If you plan to create statements from the Statement Programs menu, and you wish to create different types of statements, you should create them in this order: open item statements first, then standard 1-up statements, and then family accounts. This is because if you run the family statements first it will create a family statement for all patients, and you will not be able to create open items or 1-ups. If you run 1-ups first you will not be able to create open-items.

Changing The Statement Frequency

1.        From the Accounts receivable (main) directory select 8 for File and System management. This will bring you to the System management directory.

2.        From the System management directory select 1 for Set the Main control settings. Now this will bring up the Master settings screen.

3.        Here you can click on the Default (Forms) tab and enter the days between statement in the corresponding field.