Index

• Sections
  • eStatements With Waystar
  • Setting Up
  • Creating Batch eStatements

eStatements With Waystar

Statements can now be generated and transmitted to Waystar through ICANotes. If your practice integrates with Waystar for Electronic Billing and would like to enable the eStatement feature, please contact Waystar and let them know you integrate with ICANotes. They will enable it on their side and let us know when it is ready.

Please note: Once your first statement batch is queued and uploaded to Waystar, you should email or call your your Onboarding Specialist at Waystar to make them aware that your file is available for testing.

Setting Up

1.  Click on the Demographics tab in the Chart Face.

2.  The coverage details for the insured party in each patient’s Insurance Information tab in Demographics should be updated with a valid email address.

3.  Next, a Group Administrator will need to go to  from the Chart Room.

4.  Navigate to the Group Level Settings & Directories tab (A), then the Accounts tab (B), and finally the Statement Settings Options tab (C). Evaluate your Account Default and Batch Default settings and make any desired updates, making sure to click the  button if changes are made.

Creating Batch eStatements

1.  Go to  from the Chart Room.

2.  Click the Batch Statements button. 

3.  Click the Create Batch Statements button.

4.  Click within the Statement Settings field if you want to customize the statements.  

5.  Input your desired filters and settings and then click the  button in the lower-right to generate the batch statement.

A.  Fill out the criteria of the patients you want included in the statement.

B.  Select the patients that you want to print.

C.  Click the options that you want included in the statement.

D.  NOTE: Billing address will only contain the site's address and not its phone nor fax numbers on Waystar eStatements.

E.  Create a statement note (optional)

F.  Select the insurance you want displayed (optional).

G.  Only include charges from selected clinician and/or site (optional).

H.  Click the 'Continue' button.

6.  Once the statements are generated, they will appear in the Batch Statement window. Verify that all of the dots by the totals are green. A green dot indicates that the eStatement was successfully queued to Waystar where it can be reviewed and approved. Red dots mean that an error occurred and the eStatement was not sent to Waystar OR it went through with missing information. If this occurs, hover over the red dot to see a tooltip on what went wrong. 

Statements can be re-submitted by clicking on the dot, selecting single or batch, and clicking 'Reupload'.