Patient Billing
What patients owe after insurance: statements, payments and dunning.
15 steps · 9 questions · 4 screens on this shelf
The screens on this shelf
Records
Statement Runs
One billing cycle: a statement for every patient with a balance after insurance, aged and dunned, with the ones that should not go held or suppressed and the reason recorded.
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Patient Statements
Every statement sent, held or suppressed: previous balance, new charges, payments, adjustments, amount due, ageing and the dunning message. A patient with a portal account sees theirs there.
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Records
Patient Payments
Money from patients: copays at the desk, payments, refunds, and adjustments the practice grants.
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Records
Dunning Messages
What a statement says, by how old the oldest money on it is.
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