Family Account Statements

A family account statement, also called a guarantor statement is a statement where the "Bill to" (the person paying the bill) is not necessarily the patient. The bill to could be a parent, in the event the patient is a child. All the transactions for the patients assigned to a guarantor will be printed on one statement addressed to the guarantor. For example, in a pediatric practice, you might want the parent to get one bill with all the transactions for all the children.

You may have a situation where you are billing an institution (hospital or nursing home) for patients that you have seen. The statement would be addressed to the hospital or nursing home and each patient would be listed on the bill.

1.        From the Accounts receivable (main) directory select 4 for Statement Programs. This will bring you to the Statement Directory.

2.        Now you can select Family Account Statements

3.        After the statement has have been created, new selections will appear at the Accounts receivable (main) directory. These include something like:

9   You have 4 files that have not be printed/processed

10   You have 9 audit files that have not been printed.

4.        Now you simply click on a selection 9. Then a list of files will appear. The Family Account Statement will be m6d401.lst

5.        You can click on the file for the Print/View/Erase menu to appear. From this menu you can select Print this file to print the file.

SSI® Note Even if a guarantor is paying the bill, each patient still has a separate account in order to bill insurance.