How To Print A Statement
How To Print A Statement (workflow for recording received payments from patients and giving the patient a statement of service at the time of his/her appointment)
ICANotes has the ability to record a service charge based on the clinician's note, document a patient payment, and generate a statement with the diagnostic codes for insurance reimbursement. The statement can be given to the patient for insurance reimbursement and is useful if you do not accept their insurance payer but the patient still wants to be seen in your practice.
1. Go to from the Chart Room.
2. Find the patient's account (by patient name, Patient ID, or Account ID).
3. Record new service charge by clicking the button.
4. Select the note.
5. Click the button.
6. In the Edit Service window, you will need to go to the specific code by clicking the code specific tab.
7. Click button to record the patient's payment.
8. In the Patient Payment window, type in the amount paid.
9. Select Source of payment.
10. Click the button to close the window.
11. Now that the patient has paid in full, close the Charge Detail window by clicking in the top right.
12. The charge and payment are now seen in the Account Detail.
13. To print the statement that includes the diagnostic codes for insurance reimbursement, click the tab.
14. Click the button.
15. Select the details you want to include on the statement under Options. Be sure that 'Show Diagnoses' is selected to show the diagnostic codes.
16. Narrow down viewing options as necessary. For example, if you just wanted to show one day, select the start and end dates of that date, or only include services from a specific Clinician.
17. Click the button in the top right to generate the custom statement.
18. Print the statement and hand to the patient.
Note: We recommend using size #9 envelopes for statements to show the recipient's address in the window.
____________________
Please watch this video which demonstrates the process.
Link to video: https://youtu.be/i1P0KGMpN8Q
Common Questions
Problem: How To Print A Statement.
Solution: Follow the steps below to resolve quickly.
- Check prerequisites and permissions.
- Follow the configuration steps.
- Verify the result and retry if needed.
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