Generating Statements Recorded Class
The Statement Worklist provides you with the tools to customize and manage your statement batches.
(Location tab > To Do > Statements)
- Set the parameters for including or excluding statements.
- Quickly find and fix accounts that require additional action.
- Choose whether to use the Current Amount Due or Patient Amount Due.*
- Add messages to individual statements or the whole batch.
- Use for printed or automated batches.**
*Note: Sensei Cloud calculates both Patient and Insurance Amounts due based on the Allowance tables associated with an Insurance Plan. For more information, see How to Add or Edit Coverage Details for an Insurance Plan.
To generate a statement batch:
- From the Location tab, select To Do > Statements. The Statement Worklist is displayed.
- Use the filter list to refine the statements to include in the batch.
-In the Generate by section, click Patient to generate bulk statements for each individual patient or click Guarantor to generate group bulk statements for each guarantor and all patients who share the guarantor. See How to Generate Bulk Statements by Guarantor for more information on group statements.
-From the Include Patients that are drop-down list, select to include Active, Inactive, or All patients in the list. This is set to Active by default, but once changed, the system will remember the last selection.
- Click Generate. The generated list is displayed, with the criteria displayed at the top, along with the number of statements in the batch, the user who generated the statement, and the date.
Note: Amounts populated in the Insurance Due column are estimated by the software based on Allowance tables entered for an insurance plan. (Administration > Insurance > Plans > Coverage > Add/View/Edit). If no allowance table is applied, the entire balance is included in the Patient Due column.
Note: You can click the column heads to sort the list.
From here, you can work with the items in the list:
- Select Show Only Accounts with Exceptions to display only accounts that need action (alert icon). Note: You can toggle back to the full list after managing the alerts.
- Hover your cursor over an alert icon to see what action is needed on the patient account.
- If you select Inactive or All patients in the Include Patients that are filter, inactive patient accounts are displayed in the statement batch with an alert icon.
Note: Inactive patient accounts are not considered as exceptions, so if the list is filtered to Show Only Accounts With Exception, inactive patients will not appear in the list.
- Select a line item to display details, access the patient record, take a payment, adjust the balance, or view the Ledger.
- In the Actions column, click the blue T to add a message to the statement, or click the red X to exclude a statement from the batch.
Note: When you exclude a line item, it is displayed as Excluded, with an option to restore it to the batch before printing.
- Click Reset next to Filter Worklist to refine the list again.
- Select Generate New Statement Batch. You are prompted to discard the batch in progress and start again, or continue with the current batch.
Printing the Statement Batch
If you print and mail your statements, you will see the Print Current Statement Batch option.
When you have finished updating the batch:
- Select Print Current Statement Batch. The Statement Print Options are displayed.
- Indicate the amount of transaction history to include.
- Set the Set Statement Due Date field to a specified number of days from the statement date.
- For Amount Due, select:
- Patient Due to use the amounts in the Patient Due column (Current Due minus Insurance Due)
- Current Due to use the amounts in this column.
Note: These calculations may differ for practices using Ortho Contracts.
- Enter a Statement Message (optional) to appear on all statements in the batch.
- Click Print. When the batch is complete, the following message is displayed.
- Click the Download Billing Statements link in that window to open a new tab with your statements to be printed and mailed.
To learn about Automated Statements, see How to Use the Automated Statements Service.