How to Generate Patient Statements

Your patient statement can be used for a variety of purposes, from promoting wellness classes for Medicare recipients to advertising special messages to patients in a certain ZIP code. Using QR codes on your patient statement is an effective way to increase convenience and make it look professional. Your choice of language and tone can affect your patients' responses. The wrong tone can frustrate them, and this frustration may cause them to delay payment.

You can also add a message for each patient's account. These can be personalized, or you can use generic messages that print at the bottom of batch statements. Your patient statement message can include information about pending charges and the option to pay with credit card. By selecting the appropriate message for each patient, you can provide valuable information to your patients without overwhelming them with information.

To add a personalized message to a patient's statement, you can enable the Dunning Message option. This feature allows you to specify a message for one month at a time. By default, this setting is set to one month in the past, but you can specify a different date if needed. For example, if a patient hasn't received a statement from your practice in a month, you can send a customized message to that patient.

Patients often confuse their insurance payments with bills, so make it easy for them to tell the difference. In a patient-friendly statement, it should clearly distinguish between charges billed, the amount of insurance payments approved, and the amount a patient owes. In addition, it must be easy to read, as too much information can cause confusion.