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CPS, C-EMR, PM

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lic08

(@lic08)

Posts: 286

Reputable Member

Topic starter

Does anyone know what this means when previewing a statement in the billing module? Some visits, the statement generates but not all. Thx

Posted : February 6, 2019 9:24 am

tablok

(@tablok)

Posts: 19

Eminent Member

The patient/guarantor balance is probably less than the minimum statement balance you have set up. For instance, we have our minimum statement balance set up as $4.99 - so if the balance falls below that, a statement will not be sent out. So the patient or guarantor has a balance less than that, that's the message you will get. It could also be that another patient for that guarantor has a credit balance so the over-all guarantor balance is less than your minimum statement balance.

Posted : February 6, 2019 10:14 am

lic08

(@lic08)

Posts: 286

Reputable Member

Topic starter

I have this patient with balance over $60 but yet i'm getting this message. Where do you find or set the minimum statement balance?

Posted : February 6, 2019 10:39 am

tablok

(@tablok)

Posts: 19

Eminent Member

Minimum statement balance is in the "Reports" component and then go up and click on "File" and choose "Statements". That's where all you statement batches are...if you edit them you should see the "Minimum Patient Balance" field. Is there another patient linked to the same guarantor? Also, you can check the patient's account and go to the "Financial" tab. Does the Bill Code field say "No Statement"? If it says "No Statement", a statement will never generate for that account, regardless of balance.

Posted : February 7, 2019 4:42 am

lic08

(@lic08)

Posts: 286

Reputable Member

Topic starter

you are good. thank you so much!

Posted : February 7, 2019 10:16 am

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