Patient Statement - Statement Generation

  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.

Statement Generation

To create new statements, they must first be generated. The drop-down list in the Statement Generation area allows you to select the clinic for which you wish to generate statements. In most circumstances, you will generate statements for all clinics at one time.

NOTE: When the list is generated, you are only viewing the statements that are ready to be output based on the criteria you selected. This step does not change the Date of Last Statement for a patient. This occurs when a statement is put into a batch for output.

Statement Generation Information

Clinic	Indicates clinic for which statements should be generated.
Minimum Days Since Last Statement	Uses the Date of Last Statement and only generates statements for those patients whose Date exceeds the MDSLS number.

When the Generate button is pressed, Fusion Enterprise will find all cases that are ready to have a statement generated. This will be all cases that have not gotten a statement in the specified number of days and have visits that are not at bill complete. These cases will then be displayed in the list on the right. Any cases that generate an error will show up on the grid marked in red and will contain a reason in the Message column as to why the case’s statement cannot be generated.

Common Error Messages

Billing Held	Indicates Billing Held is marked within the patient’s case.
Unknown Statement Form	Indicates no statement form is assigned to this patient, or the form assigned no longer exists. Statement forms can be assigned or changed by highlighting the patients you wish to change, right-clicking, and choosing Change Format. Then select the appropriate form.

As in Claim Generation, we can hit the generate button at any time and all of the statements will be refreshed with the latest information. You have the option of creating batches out of the good statements or fixing the errors, regenerating, and then creating batches.

If you wish to narrow down the list on the right, you may filter the list in the same manner as a Base report. (For complete details, see Grids in Chapter 2 of this manual). As a helpful reminder, a message will be displayed to the left if any filters are currently being used in the output list.

The default columns of the output list are as follows:

Batch Creation Output Columns - default

Batch	Indicates whether or not the case has been selected for output to a batch.
Case ID	Case number of the case
Name	Name of the patient.
Statement	Type of statement form to be used.
Due	Total payment due.
Current	Amount due that is within 0-30 days, counting from the date of the last transaction or the date of service when no carrier transaction is present.
Past	Amount due that is greater than 30 days due, counting from the date of the last transaction or the date of service when no carrier transaction is present. Counting from the date of the last transaction or the date of service when no carrier transaction is present.
DLS	Shows the number of Days since the Last Statement.
DLP	Shows the number of Days since the Last patient Payment was posted.
VAC	Indicates the number of Visits at Collections.
VT	A total number of visits for the patient.
UPP	Amount of Unapplied Patient Payments.
Pt Pmts	Total Patient Payments received to date.
Message	Found on rows that have errors. The message will indicate the statement error.
Last Visit	Date of the patient’s last visit.

NOTE: You can get a quick reminder of the full wording on a truncated column heading by hovering over the heading with your mouse.

Due to screen width limitations, not all available columns are displayed as a default. Additional columns, however, can be displayed by using the Field Chooser:

Fusion Enterprise will remember the last used columns and will load this view the next time the dialog is opened.

Batch Creation Output Columns - additional

[120+]	Amount due in the 120+-day aging bin. Aging is based on the date of the last carrier transaction OR the date of service if no carrier transaction is present.
[30-60]	Amount due in the 30-60-day aging bin. Aging is based on the date of the last carrier transaction OR the date of service if no carrier transaction is present.
[60-90]	Amount due in the 60-90-day aging bin. Aging is based on the date of the last carrier transaction OR the date of service if no carrier transaction is present.
[90-120]	Amount due in the 90-120-day aging bin. Aging is based on the date of the last carrier transaction OR the date of service if no carrier transaction is present.
APP	Total of Applied Patient Payments.
Account Type	The account type is specified in the patient case.
DLPT	The number of Days since the Last Patient Transaction.
Legacy Due	Amount due which only includes DOS at an invoice state of Bill Patient.
Last Pmt	Post date of the last payment made by the patient.
Last Stmt	Date of the last statement generated for the patient.
LPT	The entry date of the last transaction that was applied from patient money. (Last Patient Transaction)
Service Type	The service type specified in the patient case.
SSLP	The number of patient statements sent since the post date of the last patient payment.
SSLPT	The number of patient statements sent since the last patient transaction (based on entry date).

A right-click on the OUtput List brings up the following menu:

Output List Menu

Mark All…	Selects all cases for output and checks the output box.
Unmark All…	Deselects all cases for output and unchecks the output box.
Toggle Selection…	Performs the opposite command. If the box is checked, it will become unchecked, etc.
Export to Excel File…	Exports the output list to Excel, allowing for printing or saving.
Start Batch…	Takes the marked cases and creates a group of statements that will now be accessible for output.
Preview	Displays the selected (marked with ▶) case on the screen.
Change Format	Allows you to set the type of statement for the patient. This will also change the Statement Form setting in the patient’s case.
View Case…	Opens the case dialog for the selected row.
View Transactions…	Opens the transaction dialog for the selected row.
View Billing Note…	Opens billing note for the selected row.
View Case Note…	Opens case note for the selected row.
Additional Info