A few of our patients have not received statements, even though their account owes our office money. What is causing this?

The top reasons why an account may not generate a statement in the batch statement process:

• Responsible Party screen does not have a checkmark in the “Send Statements” box
• Responsible Party account does not meet the criteria requirements on the batch statement screens at Reports / Statements

1. Navigate to the patient record and click 'Edit' in the Responsible Party section:
2. Locate the 'Send Statements' field and if it is not selected, mark the box to Send Statements:
3. Review the parameters on the batch statement screen to ensure the patient meets the criteria to be pulled into the report.  Compare each of the fields below to what is on the patient record to ensure the criteria are met:

Still having an issue with a patient not receiving their statement after reviewing this article?  Submit a ticket to Customer Support with examples of patients who are not receiving their statements and a Support Technician will follow up with you.