Patient Statements
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.
Where to find it
- Module: EHR
- Group: Revenue Cycle
- Section: Patient Billing
- Screen: Patient Statements
Address in the console: /ehr/patient-statements
Read-only list · 13 columns · 3 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Statement | Code | statement_no |
| Patient | Text | patient_name |
| Date | Date | statement_date |
| Previous | Amount | previous_balance |
| New charges | Amount | new_charges |
| Payments | Amount | payments |
| Amount due | Amount | amount_due |
| Due | Date | due_date |
| Oldest (days) | Number | oldest_days |
| Dunning | Number | dunning_level |
| Status | Status | status |
| Why held | Status | hold_reason |
| In portal | Yes or no | portal_visible |
What you can do here
Lines
Release
Asks for confirmation: Send this held statement after all?
Void
Asks for confirmation: Void this statement? Only the latest one for a patient can be.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.