8lecture 2

Posting Insurance Payments and Creating Patient

Statements

8.6 Creating Statements8-23

• Patient statements are a list of the amount of money a patient owes, organized by the amount of time the money has been owed, the procedures performed, and the dates the procedures were performed– Created after an insurance claim has been filed

and RA has been received

8.6 Creating Statements (Continued)8-24

• Statements are created in the Statement Management area of Medisoft

Statement Managementdialog box

8.6 Creating Statements (Continued)8-25

• When the Create Statements button is clicked, the Create Statements dialog box opens

8.6 Creating Statements (Continued)8-26

• The Create Statements dialog box contains several filters, including:– Transaction Dates– Chart Numbers– Billing Codes– Case Indicator– Location– Provider– Amount– Statement Type

8.6 Creating Statements (Continued)8-27

• Standard statements show all charges regardless of whether the insurance has paid on the transactions

• Remainder statements list only those charges that are not paid in full after all insurance carrier payments have been received

• Once statements have been created, they are listed in the Statement Dialog box with a status of Ready To Send

• Exercise 8-8 page 281

8.6 Creating Statements (Continued)8-28

Ready ToSend status

8.7 Editing Statements8-29

• If changes are necessary, highlight the statement in the Statement Management dialog box and click the Edit button

Edit button

• The Statement dialog box has three tabs that contain important information that can be edited:– General Tab– Transactions Tab– Comment Tab

• Exercise 8-9page 285

8.7 Editing Statements (Continued)8-30

Three tabs of the Statement diaolg box

• The Print/Send button in the Statement Management dialog box is used to print statements that are then sent out to patients and guarantors

8.8 Printing Statements8-31

Print/Send button

8.8 Printing Statements (Continued)8-32

• When the Print/Send button is clicked, a statement method (paper or electronic) is chosen from the Print/Send Statements dialog box

8.8 Printing Statements (Continued)8-33

• Next, the type of statement is chosen from the list provided in the Open Report dialog box

8.8 Printing Statements (Continued)8-34

• When the Print/Send button is clicked, paper statements are printed and mailed by the office

8.8 Printing Statements (Continued)8-35

• Practices uses different methods to send statements to patients– In once-a-month billing, statements are mailed to

all patients at the same time each month – In cycle billing, patients are divided into groups

and statement printing/mailing is staggered throughout the month

• Exercise 8-10 page 289