The Statement Manager is a tool for gathering patient accounts and generating statements for these
accounts in batches.
The structure of the Statement Manager is as follows:
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Account Tab
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Dates
The Dates tab specifies what date range of information is printed on statements.
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Patient Payments applied to charges outside of the date range will not print if the Statement Option Preference for Print Payments Applied to Charges Outside of the Date Range" is disabled.
Finance Charges will not be assessed on Patient Payment Statements.
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If patients with any Insurance Portion are not billed, leave "Include Accounts with Patient and Insurance Portions" unchecked and check the box next to "Include Accounts with Patient Portion Only" instead. Checking this box only will pull accounts that have a Patient Portion. The Minimum Patient Portion field excludes accounts that have less than a given dollar amount in the patient portion from the search criteria.
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NOTE: This setting should be used with care, as a patient with a Patient Portion can be collected on, but if there is also an Insurance Portion their account will not appear in the manager. MacPractice recommends having both the Include Accounts with Patient and Insurance Portions and Include Accounts with Patient Portion Only checked. |
Include Accounts with Insurance Portion Only
This determines whether accounts with outstanding Insurance Portions but no Patient Portion will appear on the Statements Manager list. The Minimum Insurance Portion field excludes accounts that have less than a given dollar amount in the insurance portion from the search criteria.
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NOTE: For the best results MacPractice suggests checking the boxes next to Include accounts with Patient Portion Only and Include accounts with Patient and Insurance Portions. |
Minimum Boxes
The Minimum fields (Minimum Total Balance, Minimum Patient Portion and Minimum Insurance portion) will omit patients that do not have a balance that meets the given criteria.
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The Provider Office tab controls additional filters used for including or excluding accounts by Provider, Office, or Financial Statuses.
Filter Providers / Offices / Financial Statuses
To select only one item from a filter list, click on the selection. To select multiple items, hold down the Command key and click on the desired items. An item can also be de-selected using Command-click. To select all the items in a filter list, use the Command-A keyboard shortcut.
The Provider and Office filters filter accounts based on the provider and office set on the Account tab in the Patient ability.
The Financial Status filter can be useful for filtering out accounts with a particular Financial Status, set on the Account tab of the Patient ability.
Individual transactions cannot be filtered by provider or office.
When Print Incidents with Selected Attorneys is checked, an Attorney Filter will also be present.
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This tab controls how Finance Charges are calculated and charged to overdue accounts.
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Note: The Monthly Charges, Annual Charges, Minimum Finance Charge, and Overdue fields are locally set and the default values will pull from Preferences > Financial > Charge. |
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Finance Charges
This checkbox controls whether Finance Charges are posted. Unchecking this box will ensure Finance Charges are not assessed when Statements are printed.
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The Statement Form drop down menu is used to select an activated statement form.
Statement forms can be previewed by selecting the desired statement form from the pop-up menu and double-clicking on a name in the Statement Manager list. A preview window will appear showing the selected statement form.
The Statement Form automatically pulls from the Account Statement Form set in MacPractice Preferences > Forms > Account Statement.
Further information on statement forms can be found in the Statement Forms documentation.
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View Batch Statements
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After setting the filters, confirming all the patients are accurate, selecting the proper statement form, and selecting all the patients under the Print column, the statements can be printed. Click the Print button to bring up the print dialog box.
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Note: Clicking the Print button will generate statements for all accounts that were checked, and assign finance charges based on their existing balance. Make sure to double-check to ensure everything is configured appropriately! We strongly recommend to verify the printer has an adequate level of ink and paper before clicking Print. If printing to pre-printed statement forms, be sure they have been loaded in your printer before clicking the Print button. If the box next to Print In Background is checked (enabled by default) MacPractice can be used while the statements print. |