Resetting Patient Statement Counts

Important! Fees for ZOLL Billing do not include printing and mailing of patient statements unless otherwise provided in your written agreement with ZOLL. ZOLL is currently waiving fees for printed and mailed patient statements for up to three paper statements per paid claim.

You can reset the statement count for an individual patient account. Suppose, on the Patient Billing page, you have set the statement schedule to "Sent every 30 days for up to 3 statements." By clicking the "Reset statement count" button, the statement count for this account will be reset to zero, and the "Statements Remaining" field will display a value of three again.

The "Reset statement count" button displays on the Patient Account > Patient Responsibility under the Patient Statements heading,

and the Patient Billing table > Active tab > magnifying glass icon.

Note: The "Reset statement count" button will be enabled as long as the patient is not on a payment plan and at least one statement has been sent.

In instances where a patient is the current payer, one or more statements are sent before insurance is found. When insurance is found, the insurer becomes the current payer and the patient moves to secondary. Once insurance processes the claim, any remaining balance shifts back to the patient which makes the patient the current payer again.

In this scenario, ZOLL Billing will reset the patient’s statement count to zero when patient becomes the current payer again. If there was a suspension on the account, it will be removed. If a next statement date is missing, it will be set to the day after the reset. This ensures statements are properly sent when the patient responsibility updates.

This functionality does not apply to:

  • The ability of a user to reset the statement count manually or to send an off schedule statement

  • Newly created claims