Statement Runs
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.
Where to find it
- Module: EHR
- Group: Revenue Cycle
- Section: Patient Billing
- Screen: Statement Runs
Address in the console: /ehr/statement-runs
List · 8 columns · 6 fields on its form · 2 actions
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 |
|---|---|---|
| Run | Code | run_no |
| Cycle | Text | cycle_label |
| Statement date | Date | statement_date |
| Statements | Number | statements |
| Held | Number | held |
| Suppressed | Number | suppressed |
| Total due | Amount | total_due |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Cycle | Text | For example October 2026. | |
| Statement date | Date | ||
| Days to pay | Number | ||
| Do not send under | Number | A balance below this is suppressed. | |
| Payment page address | Text | Use {statement_no} and {amount}. Leave empty if patients cannot pay online. | |
| Pay by mail to | Long text |
What you can do here
Generate primary
Asks for confirmation: Write a statement for every patient with a balance?
Send
Asks for confirmation: Send the statements that are not held or suppressed?
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.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.