Generating statement numbers
Some third parties may require a specific number assigned to each statement for their policy holders. This enables the third party to reference this number when payment is remitted to the clinic. This statement number will often be referenced on payments.
Using statement numbers will also add to the accuracy of processing payments. Activate this feature in program setup > billing > statement/receipts > check off ‘generate statement numbers’.
When generate statement numbers is activated, a statement number field is added to the third-party payment entry screen.
Staff processing the payments will have to enter the statement number to which the payment applies before the outstanding invoices will be displayed in the payment window.
Find the statement number in the third-party record (admin > edit third parties) on the statements tab.
The client statements windows will be changed slightly if ‘generate statement numbers’ is activated. The third-party payments window also has some modifications; only invoices that have been referenced on a statement will display. Invoices that have not yet had a statement generated will not appear.
Note: generate statement numbers only applies to invoices billed to a third party, and not those billed directly to a client.