Patient Statement Billing — User Guide

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Overview

The Patient Statement Billing module enables your organization to generate patient statements, track delivery across channels (print, email, portal), manage payment plans, and process financial assistance applications.

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Quick Reference

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Prerequisites

You need the following permissions:

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Statement Runs

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Viewing Statement Runs

1. Navigate to Practice Management → Statement Runs.
2. The list shows all statement runs with type, status, start time, and count of statements generated.
3. Click any row to view the detail page with linked statements and delivery history.

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Triggering a Statement Run

1. From the Statement Runs list, click Generate Statements.
2. In the dialog, select:
   • Run Type: On-demand, scheduled, or cycle-end.
   • Date Range: The billing period to include.
   • Minimum Balance: Optionally filter by minimum amount due.
3. Click Generate to start the run.
4. The run will appear with status Pending, then transition to In Progress and finally Completed or Failed.

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Statement Run Statuses

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Payment Plans

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Viewing Payment Plans

1. Navigate to Practice Management → Payment Plans.
2. The list shows all plans with patient name, total amount, frequency, status, and remaining balance.

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Creating a Payment Plan

1. Click New Payment Plan.
2. Fill in:
   • Patient: Select the patient.
   • Total Amount: The total balance to be paid.
   • Installment Amount: Amount per payment.
   • Frequency: Weekly, bi-weekly, or monthly.
   • Start Date / End Date: Payment schedule period.
3. Click Save.

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Payment Plan Statuses

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Financial Assistance

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Viewing Applications

1. Navigate to Practice Management → Financial Assistance.
2. The list shows all applications with patient name, type, requested amount, and status.

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Submitting an Application

1. Click New Application.
2. Fill in:
   • Patient: Select the patient.
   • Application Type: Charity care, sliding scale, or hardship.
   • Requested Amount: The amount of assistance requested.
   • Household Size / Annual Income: Required for eligibility determination.
   • Supporting Documentation: Optional notes or references.
3. Click Submit.

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Reviewing an Application

1. Open the application detail page.
2. Click Review.
3. In the review dialog:
   • Select Approve or Deny.
   • If approving, set Approved Amount, Discount Percentage, and Effective Dates.
   • Add review notes.
4. Click Submit Review.

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Delivery History

Each patient statement tracks its delivery history:

1. From a Statement Run detail or Patient Statement, click View Deliveries.
2. The dialog shows all delivery attempts with method (print/email/portal/text), status, and timestamp.

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Troubleshooting

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Related Documentation

Specification: specs/pm/specs/PM-16-patient-statement-generation-billing-communications.md

• Admin Guide