Permissions! Clinic Staff must have Administrator, Billing Manager, Billing Assistant, or Operations Manager Permissions assigned in order to manage Patient Statement.
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 Statement with Fusion Enterprise.
There are lots of different ways to group and batch statements by filtering and using the available columns. You may wish to batch all your deadbeats together and put a special message on those
statements or even print them on special paper. You may wish to group everyone who is on their first statement and include a special letter with their statements. Regardless of the reason you are batching statements together you can narrow the list down and select just the ones you wish.
Before batching your statements there are a few Options/Settings on the left that may be set that will affect the batch.
Options & Settings
The date that will be printed on the statement. This does not affect the Date of Last Statement for a case. For example, if a batch was started on March 1st, but the Statement Date used for printing is March 15th, the Date of Last Statement for those cases will still be March 1st.
Summarizes all data on the statement prior to this date to a single line item.
Includes an aging summary on the statement.
When the Estimated Payment Schedule View box is checked, all the Due columns in the list will change to include the estimated amount due.
It is important to understand how the EPS number is generated; the Estimate Payment Schedule View generates its amount due by adding three sets of numbers together:
Let's look at 3 examples.
Example 1: A patient has an Estimated Payment Schedule of $10 co-pay per visit, and he has attended three visits. All visits are at an invoice state of Pending insurance. If he has paid nothing, his EPS Due will show $30. If we chose to not look at the EPS View, his amount Due would show $0.
Example 2: Same situation as above is true, but the patient also had a non-insurance-billable charge of $400 for a knee brace on the second visit. His EPS Due in this case will show $430.
Example 3: The insurance has paid on the first visit and said the patient is only actually responsible for $8 on that first visit per the EOB, even though the patient has a $10 co-pay. This patient’s EPS Due would now show $428. $8 for the first visit plus $400 and the $10.00 co-pay on the second visit plus a $10 co-pay on the third visit.
NOTE: To bill a patient for the estimated amount due, an EPS statement form must be used (see Statement Types below). Checking the ‘EPS View’ box does not affect the actual totals on a given statement.
Once you have your settings configured you are ready to start a batch. Check the statements you wish to output by checking them, right-clicking, and selecting ‘Mark-All’ or highlight a range of statements and right-click and select ‘Toggle Selection’. Once you have statements selected right-click and select ‘Start Batch’
At this point, you will have the opportunity to select a Dunning Message. Use the dropdown to choose the appropriate message. (See the Statement Messages section of the General Information chapter for details on editing and creating messages.)
Clicking Ok creates a group of statements that are now accessible for output Fusion Enterprise pulls a lot of information together in order to create a statement. This operation may take several minutes to finish. You do not have to wait for a batch to finish generating in order to continue working. In the lower-left corner, you can see the Batch Status.
Once this processing is complete, you will then go to the Output Batch tab to output the statements.
Statement Generation by Case
To create a statement for a single case, the Statement Generation by Case feature is available. You can type a case number directly into the field, or click the ellipsis to bring up the Case Select dialog.
NOTE: Fusion Enterprise will generate a statement regardless of whether or not the patient is marked as Unbillable and regardless of the invoice state for any/all dates of service, so it is especially useful for a patient requesting a final statement.