Patient Statements
Send professional patient statements via print, email, or patient portal. Automated statement cycles, aging-based messaging, and integrated payment options accelerate patient collections.
Works with
- AR Management & AgingTrack accounts receivable with aging reports, follow-up queues, and priority scoring.
- Payment PostingPost insurance and patient payments with full audit trail and automated reconciliation.
- Eligibility VerificationReal-time and batch insurance eligibility checks to reduce claim rejections.
Patient balances are the part of the revenue cycle the practice controls least and feels most. A statement that is confusing, late, or sent to the wrong address does not get paid, and a patient who does not understand a balance calls the front desk. Patient Statements produces a statement a patient can read, sends it the way the patient prefers, and makes paying it the easiest option on the page.
Statements are generated on a cycle the practice sets, only for balances that are actually the patient’s responsibility after insurance has finished. Each statement itemises the visit, what insurance paid, what it adjusted, and what remains, with the practice’s own wording for each aging stage: a first notice reads differently from a third.
Delivery is print, email, or the patient portal, chosen per patient. Online payment is built in through Square, so a patient who opens an emailed statement on a phone can pay it in the same minute, and the payment posts back to the account without anyone keying it in.
Key Benefits
Multiple delivery methods
Automated statement cycles
Aging-based messaging
Integrated online payments
What the statements module does
Automated statement cycles
Statements run on the practice’s schedule, skipping balances still with insurance and accounts on hold or payment plans.
Readable itemisation
Each visit shows the charge, insurance payment, adjustment, and patient balance, so the number at the bottom is explained above it.
Aging-based messaging
The practice writes the wording for each notice stage. First notices are informative; later ones are firmer. The platform picks the right one per account.
Print, email, and portal delivery
Delivery is set per patient. Emailed and portal statements include a pay link; printed statements include the portal address and a reference.
Online payment through Square
Card payments made from a statement post to the patient account automatically, with the Square transaction reference on the ledger.
Holds and payment plans
Accounts in dispute, in a hardship arrangement, or on a payment plan are excluded from the cycle and tracked separately.
How It Works
Transfer
When the payer finishes adjudicating, the remaining responsibility moves to the patient account automatically.
Generate
On the cycle date, statements are built for eligible accounts with the message for their aging stage.
Deliver
Statements go out by the patient’s chosen method, and each delivery is recorded on the account.
Collect and post
Online payments post themselves. Mailed checks and in-office payments are posted against the statement, and the next cycle reflects the new balance.
Frequently asked questions
When is a patient sent a statement?
Can patients pay online?
Can we change the wording on statements?
What if a patient disputes a balance?
Ready to transform your patient statements?
Built for healthcare practices that are done fighting their billing software.