Permissions! Clinic Staff must have Administrator, Billing Manager, Billing Assistant, or Operations Manager Permissions assigned in order to manage Patient Statements.
Fusion Enterprise understands that billing is a critical function of any practice. As such, we have ensured that you can run all of your practices billing through Fusion Enterprise and make it as easy as we can. This series of introductory articles will cover the important aspects of managing Patient Statements with Fusion Enterprise.
Patient Statement - Introduction
Selecting Invoicing | Statement Generation from the main menu will display the Patient Statement dialog. The Statement Generation dialog is divided into two tabs: Batch Creation and Batch Output. The Batch Creation tab is used to view potential statements based on the criteria that you select. These statements may then be grouped into a batch or batches and set for output. The Batch Output tab is used to output the batched statements to a printer, a text file, or the screen. When statements are output, Fusion Enterprise sets the Date of Last Statement for the case; you are therefore able to ensure patients are only receiving statements at a frequency of your choosing (once per month, once every two weeks, etc.).
Multiple statement forms are provided to give you flexibility with your patient billing. Additionally, statement forms are completely customizable using the Form Designer. The statement form controls the information the patient receives; this is important to remember when choosing EPS (Estimated Payment Schedule) versus non-EPS statement types.