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Creating and Managing Patient Statements in Medisoft

This guide details the process of creating, editing, and printing patient statements using Medisoft. Patient statements itemize amounts owed by patients, categorized by payment history, procedures performed, and respective dates. Created post-insurance claims and RA receipt, statements can be tailored using various filters—transaction dates, provider, and more. Learn how to navigate the Statement Management area, edit detailed information, and choose printing methods to ensure efficient billing practices for healthcare providers.

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Creating and Managing Patient Statements in Medisoft

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  1. 8lecture 2 Posting Insurance Payments and Creating Patient Statements

  2. 8-23 8.6 Creating Statements • 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

  3. 8-24 8.6 Creating Statements (Continued) • Statements are created in the Statement Management area of Medisoft Statement Management dialog box

  4. 8-25 8.6 Creating Statements (Continued) • When the Create Statements button is clicked, the Create Statements dialog box opens

  5. 8-26 8.6 Creating Statements (Continued) • The Create Statements dialog box contains several filters, including: • Transaction Dates • Chart Numbers • Billing Codes • Case Indicator • Location • Provider • Amount • Statement Type

  6. 8-27 8.6 Creating Statements (Continued) • 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

  7. 8-28 8.6 Creating Statements (Continued) • 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 Ready To Send status

  8. 8-29 8.7 Editing Statements • If changes are necessary, highlight the statement in the Statement Management dialog box and click the Edit button Edit button

  9. 8-30 8.7 Editing Statements (Continued) • The Statement dialog box has three tabs that contain important information that can be edited: • General Tab • Transactions Tab • Comment Tab • Exercise 8-9 page 285 Three tabs of the Statement diaolg box

  10. 8-31 8.8 Printing Statements • The Print/Send button in the Statement Management dialog box is used to print statements that are then sent out to patients and guarantors Print/Send button

  11. 8-32 8.8 Printing Statements (Continued) • When the Print/Send button is clicked, a statement method (paper or electronic) is chosen from the Print/Send Statements dialog box

  12. 8-33 8.8 Printing Statements (Continued) • Next, the type of statement is chosen from the list provided in the Open Report dialog box

  13. 8-34 8.8 Printing Statements (Continued) • When the Print/Send button is clicked, paper statements are printed and mailed by the office

  14. 8-35 8.8 Printing Statements (Continued) • 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

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