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The Account Number box reflects the account number as assigned to the Patient's account. The same account number will be assigned to each patient on the same account. For more on how Account Numbers are created, please see the documentation on Patients - Adding a New Account.How to Use the Patients Ability
Statement Date
The Statement Date box reflects the date the Statement was created in the Ledger or Statement Manager. This date cannot be manually adjusted.
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The Finance Charge box reflects the percentage per month of the finance charge applied to the current statement. The Annual Percentage Rate box reflects the percentage of annual finance charges applied to the account. The Past Due Days field reflects the number of past due days in which a Finance Charge will be added to the account. This date is calculated from the Statement Date. Payments and other credits are deducted from the Previous Balance before computing the Finance Charge.
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For more information on setting the Statement Message in the Account Tab, please see the documentation on the Patient Account Tab - Statement Information.
When printing Account statements, the Statement Message is set in the Accounts tab of the Patient Ability, or in the Statement Message box in the Statements node in the Managers Ability if Print Global Statement Message or Replace Account Statement Message are checked. Otherwise, both Statement Messages will be printed on the statement.
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For more information on Statement Messages added through the Statements Manager, please see the Statement Message Tab documentation.
Date Column
The Date column on the statement lists the procedure date of line items on the Ledger. Description ColumnThe Description column lists the description as listed on the Ledger for each item on the statement. For codes, descriptions are set in the Fee Schedule. For payments and other transactions, the description is a brief description of the transaction, such as the reference number and amount of a payment.
Code ColumnThe Code column reflects the procedure code for each statement item as shown in the ledger. The Code column is only found on the Statement the Statement Code and Diagnosis formDiagnosis form.
Diagnosis Column
The Diagnosis column will print up to four diagnoses codes as associated with each statement item in the ledger. The Diagnosis column is only found on the Statement the Statement Code and Diagnosis formsDiagnosis forms.
Patient Name Column
The Patient Name column reflects the first and last name of the patient for each item on a statement. This column is useful for Account statements on multiple patient accounts.
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The Provider column reflects the provider associated with each item on a statement. This will be the provider as listed on the individual line item within the Ledger. For example, charges will reflect the provider listed in the New Charge window while payments will list the provider listed in the Payment window.
Charges Column
The Charges column reflects the amount of each charge included on the statement.
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The Expected Insurance Total reflects the total amount of expected insurance from the Expected Insurance column. This total box is only available on the Statement the Statement Expected Insurance FormsInsurance Forms.
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Grand Total
The Grand Total box reflects the Statement Account Balance prior to the subtraction of any Pending or Expected Insurance.
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Installment Amounts can be set on the Account tab in the Patient Ability. For information on using Installment Amounts with your statements, please see the Patient Account Tab - Statement Information documentation.
Patient Portion Total
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