EHR › Revenue Cycle
Patient Billing
What patients owe after insurance: statements, payments and dunning.
In EHR → Revenue Cycle · 4 screens
RecordsStatement RunsOne billing cycle: a statement for every patient with a balance after insurance, aged and dunned, with the ones that should not go held or suppressed and the reason recorded.OpenViewPatient StatementsEvery statement sent, held or suppressed: previous balance, new charges, payments, adjustments, amount due, ageing and the dunning message. A patient with a portal account sees theirs there.OpenRecordsPatient PaymentsMoney from patients: copays at the desk, payments, refunds, and adjustments the practice grants.OpenRecordsDunning MessagesWhat a statement says, by how old the oldest money on it is.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Statement Runs | List | One billing cycle: a statement for every patient with a balance after insurance, aged and dunned, with the ones that should not go held or suppressed and the reason recorded. | 8 | 6 | 2 |
| Patient Statements | Read-only list | Every statement sent, held or suppressed: previous balance, new charges, payments, adjustments, amount due, ageing and the dunning message. A patient with a portal account sees theirs there. | 13 | 0 | 3 |
| Patient Payments | List | Money from patients: copays at the desk, payments, refunds, and adjustments the practice grants. | 8 | 8 | 0 |
| Dunning Messages | List | What a statement says, by how old the oldest money on it is. | 5 | 5 | 0 |