The patient statement is a detailed summary of the medical services provided to a patient, including itemized charges, payments, and adjustments. It also outlines the patient's outstanding balance and any payments due. This document ensures transparency and helps patients understand their financial responsibilities for healthcare services received.
In this article, you'll learn how to:
- Manage Statement Settings
- Create patient statements in bulk
- Generate individual patient statements
- Send patient statements on paper
- Send Patient Statements via Email with payment link
Statement Settings Management
Patient Statement settings can be found:
1. under the patient's profile.
Just go to Patients and choose the desired patient
then choose Statement Settings in Statements
2. under Patients Statements
You have many configuration options under Statement Settings:
- Due date interval
- Contact billing support details
- Make check payable to
- Statement footer information
Tips: You can add here the URL for your practice.
Bulk Patient Statements
In order to generate patient statements in bulk, go to Patients Statements and click New Statement
Choose the desired options and click Generate.
The system will generate all statements in a single PDF file.
You will be able to download and send the patient statement via mail. Once you have sent out the patient statements, you can mark them as issued and set the date of sending.Note: if needed, you can always undo "Mark as issued".
Generation of an Individual Patient Statement
Navigate to the patient's profile and click New Statement.
Choose the desired options and click Generate.
Sending Printed Patient Statements via Postal Mail
For sending printed patient statements, you have two options:
1. Generate the patient statements in bulk.
- For more information, see the following articles: Bulk Patient Statements
2. From the patient's profile, you can send the patient statement by downloading a PDF of the patient statement to print and send by postal mail. Just click three dots next to statement.
Be sure to mark the statement as Mark as Issued to indicate that the statement was mailed to the patient.
The statement will be documented with delivery method On paper to show that the statement was mailed via postal service to the patient.
Sending Patient Statements via Email
The patient statement can be sent via email to the patient. The email includes a secure link which opens the statement as a PDF.
Once the email is sent, Last Issued Date is updated based on the date of email and Delivery Method is updated to Electronically.
Sending Patient Statements via Email with Payment Link
You can share a patient statement via email including a payment link if your RCM account is activated with our merchant services partner.
For more details see:
In order to activate with our merchant services partner, please contact support@remedly.com.