Sending an Off-Schedule Statement

After a patient statement has been sent, you may find a need to send another. This can be the result of a patient request, a return mail indicating a mistaken address, etc. For whatever reason, here is how you can send an off-schedule statement.

1. Go to the patient's account page. You can get there by entering the patient's last name in the search bar and then clicking the patient name in the search results. Or click Patient Billing on the navigation bar, Final statement pending tab, and then click the patient's name.

2. On the account page, click the Patient responsibility tab.

3. Scroll down to the patient statement area. You will see when the last statement was sent.

4. Click Send an off-schedule statement. The statement for that account is queued and will be sent in the nightly batch.