Send patient statements

A statement run bills every patient with a balance after insurance, ages it, adds the dunning message, and holds or suppresses the ones that should not go.

1. Open Revenue Cycle > Patient Billing > Statement Runs and create a run: cycle, days to pay, the small-balance threshold and, if you have one, the payment page address.
2. Press Generate. Each patient gets a statement with previous balance, new charges, payments, adjustments, amount due and ageing.
3. Review held statements (bad address, account hold) and suppressed ones (in collections, small balance).
4. Press Send. Statements go out and appear in the patient portal for patients with an active portal account.

• Record copays and payments under Patient Payments; refunds owe again, adjustments reduce what is due.
• Release sends a held statement after all.
• Only the latest statement for a patient can be voided.