Print Patient Statements

With the Print Patient Statements function, you can print patient statements for both 'Open-item' and 'History' statement types. You can also print individual patient statements 'on demand'.

The default statement type for your practice was set up during installation and can be found in CGM webPRACTICE Integration Options. You can override the default for specific billing groups by selecting different statement types in the Maintain Billing Group Codes function.

Open-item Statement Types
Open-item statements print the detail for every procedure on a patient's account that has an outstanding balance, regardless of how old the procedure is.

Type 5 - Open Item Statements
Type 6 - Patient Balance Open Item Statements

History Statement Types
History statements print every transaction on the patient's account for a specific date range.

Type 2 - Letterhead Stationery Statements
Type 7 - Running Balance Statements
Type 8 - Insurance/Patient Aging Statements

If you use this function on a monthly basis to print a History statement type, an internal flag is placed in the patient account to indicate which transactions have been previously printed on a statement. This allows the program to only print new transactions that have been posted during the last month. If you have to reprint History statements for some reason, do not use this function. The patient accounts will already have the internal flag stored and the system will only print a balance forward for each statement. Use the Print History Statements function to reprint statements, since this allows you to enter the date range needed for the transactions you want printed.

If you have typed an adjustment code in the Adj Code for Stmts field in CGM webPRACTICE Default Values, an adjustment entry is placed in the patient's transaction history when the statement file is created for each date that you print a statement to the printer or to the screen.

Upon accessing this function, the Print Patient Statements screen displays.

Data Field Information

Prompt	Response	Len
Billing Group (A/S)	Select the Billing Group option to indicate which statements you want to print. If you select to print statements for All billing groups, you have the option to suppress certain billing groups from printing statements by selecting the Suppress Statements check box for that billing group in the Maintain Billing Group Codes function.	1
Billing Group	If you selected to print statements for a Select billing group, type the code you want or click the magnifying glass to search the table.	3
Statement Type	Select the statement type you want to print from the Statement Type list. If you select to print statements for All billing groups, the statement type will default to what is entered in the CGM webPRACTICE Integration Options. Only those billing groups that have a statement type matching the statement type selected will have statements printed. If you select to print statements for a Select billing group, the statement type will default to the statement type entered for that billing group in the Billing Group Table and you should not change it.	3

If you have the Create Ins on Locked Batches Only check box selected in the CGM webPractice Default Values function, a message will display to notify you when there are procedures in an unlocked batch that insurance has not been created for yet. Since charges are stored as ‘patient balances’ until insurance has been created, you can prevent sending statements to patients for balances that have not been filed to insurance yet.

Indicate the patient range (if applicable) and additional printing criteria.

Data Field Information

Prompt	Response	Len
Billing Group	This field is informational only and reflects the selected billing group.	3
Sort by Zip Code	If you want to sort the statements by zip code, select this check box. This field only applies if you are printing patient statements directly to a printer.	1
Alpha or Numeric	Select the sorting option you want. The sorting option you select must match what you type in the From Patient and Thru Patient fields. For example, if you are printing statements for an individual account number or range of account numbers, then select the Numeric option.	1
From Patient	If you selected to print statements in Alphabetic order, type the last name of the patient you want to begin with. If you selected to print statements in Numeric order, type the account number of the patient you want to begin with. Leave the field blank to start with the first account in the patient file.	20
Thru Patient	If you selected to print statements in Alphabetic order, type the last name of the patient you want to end with. If you selected to print statements in Numeric order, type the account number of the patient you want to end with. Leave the field blank to end with the last account in the patient file.	20
Minimum Balance $	Type the minimum balance that must exist on an account in order for a statement to print.	20
Print from List	If you want to print statements based only on the patients contained in a previously defined DMS List, click the list you want to use. For example, if you want statements only for Medicare patients, you first create a list of all your Medicare patients, then print the statements and select the Medicare patient list you just created for 'Print from List'. If you elect to print statements from a DMS list, any billing group selection is ignored and statements will print for every patient included in the selected list.	20

After you click Save the Printers dialog box displays. The last printer used for this function (in the current database and for the User currently accessing the function) will already be selected. If you are printing your patient statements in-house, select the appropriate printer. If you are sending your patient statements electronically to CGM US, select the Electronic Statement File option. Click Print.

A warning message will display when you select the Electronic Statement File printer and an electronic statement file already exists. This warning provides options so you can either continue and overwrite the existing file or cancel the printing of statements.

The statement file will automatically be named by the system and will always be a unique name. The filename will be in the format of YYYYMMDD.Database# + "S". For example: 20180507.1S. If the auto-generated statement file already exists, the file name will be appended with a number. For example: 20180507_1.1S

A message displays in the upper left-corner of the screen when the statement run is complete.

Statement 'On Demand':

You can use the From Patient and Thru Patient fields to print a statement to your screen or to the printer for any patient at any time.
When you request a statement this way, the statement prints even if the patient's account, billing group or collection status is set to suppress statements.
This functionality is helpful if the patient has requested a copy of the statement or if you are speaking with the patient and would like to see the statement as the patient sees it.
If you have typed an adjustment code in the Adj Code for Stmts field in CGM webPRACTICE Default Values, an entry is placed in the patient's transaction history each time a statement is printed to the screen or to the printer. If you print it multiple times in one day, only one entry for that date displays.
NOTE: If your practice has a custom statement program, you must be aware how that will affect the printing of individual statements. For example, if you have a 30-day custom statement program and you print an individual statement for a patient (to the screen or to the printer), that patient will not get a statement during your normal statement run until 30 days have passed since that last statement was printed.