SETTING UP PATIENT STATEMENTS:
1) In the ‘Statements’ screen that has opened, left click the
‘Setup’ button (bottom middle of the screen).
2) In the newly opened ‘Setup’ screen, complete the following:
a) Default Footnote: Enter a message you want printed on
current (1 to 29 days) statements. The day count starts on
the first day the patient is billed.
b) Prompt for 30 day notice: Click this box if you want a
message to print for all statements that are 30 to 59 days
past due. Enter this message in the field provided.
c) Prompt for 60 day notice: Click this box if you want a
message to print for all statements that are 60 to 89 days
past due. Enter this message in the field provided.
d) Prompt for 90 day notice: Click this box if you want a
message to print for all statements that are 90 or more past
due. Enter this message in the field provided.
3) ‘Print’: Select which items you want printed on the statement
(you can select more than one). Options are self explanatory.
4) ‘Heading’: Select which type of heading you want printed at
the top of the statement (your Provider’s, Company’s, or
Facility’s information).
5) ‘Procedure’: Select from one of the following options:
a) Detail: Prints the procedure code description.
b) Summary: Prints both the description and service date.
c) DoS Only (Data of Service): Prints only the date of service.
d) Blank: Prints only the total dollar amount due.
6) Return to the ‘Statements’ screen by clicking ‘Ok’.
SECTION ONE
40).
PATIENT STATEMENTS SETUP
41).
PRINTING
PATIENT STATEMENTS
42).
PRINTING LABELS
SECTION TWO
43).
BACKING UP (& RESTORING DATA)
44).
BACKUP DATA
45).
RESTORING ARCHIVE