Creating and Managing Patient Statements

Creating and Managing Patient Statements

On DrChrono's Apollo or Apollo Plus plan, you have the ability to send and manage your patient statements through the Patient Statements page.

1. Hover over Billing on your DrChrono navigation bar and select Patient Statements.
2. Once you select Patient Statements, you'll be taken to the Patient Statements page.

       3.  Select what type of patients you will be using: Active Patients or All Patients.

     4.  Specify what result you are looking for with the following search/filter options.

• Patient: The patient's name. Fill out this field if you are looking for a specific patient.
• Patient Group: Search for patients that fall within a certain patient group (Patients > Patient Groups)
• Patient Flags: Search for patients that have a certain patient flag (Patients > Patient Flags)
• Include/Exclude: For the flag field, you can choose to include/exclude to include/exclude results with certain patient flags.
• Statement ID: If you know the statement ID of the statement you are searching for, you may enter that here.
• Last Statement Printed: The last time a statement was issued to the customer. Your options for search are as follows:
  • 30+ Days
  • 60+ Days
  • 90+ Days
  • 6+ Months
  • 1+ Year
• Include Patient with Zero Balance: Include patients who have paid off their balance.
• Balance Range: Search for a certain balance range.

Below the search options, you have the statement modifiers and actions.

• Statement Due Date: Insert a due date for your patient on the statement.
• Include Note in Statement: Insert a note on the statement.
• Include a Summary with Balance for Each Provider: Add a balance breakdown for each provider.

If you need to update the phone number listed to call if the patient has billing questions, please reach out to support and we'll be happy to assist.

• To view your changes or just to preview the statement before printing them, select Preview to the right of your patient in the results.

Once you select Preview, you'll be presented with your patient statement in the form of a PDF.

Note: At the bottom of the statement there is a line titled Accepted Credit Cards. To change the credit cards listed there, go to Account > Provider Settings > Medical Billing > Patient Statement > Credit Card Accepted and select or unselect the card options you would like to appear in this section. The Questions about Billing phone number will populate from the phone number in your office settings.

If you would like to print your statements or have DrChrono send your statements for you, first select the patients you would like to send statements to, then select Print PDF or Mail Statements in the Actions menu.

• If you select Mail Statement, Change Healthcare (fka Emdeon) will mail your statements for you at the cost of $0.90 per statement.
• Likewise, you can print/mail transactions and produce an itemized statement or a CSV file for each patient that can then be handed to or mailed to a patient.

Patient statements can also be automatically sent to your patient's OnPatient account. If you would like to enable that feature, follow the guide found here.

For Apollo Plus plans, please speak to your Billing and/or Account Manager to discuss workflow for patient statements under your plan.

Here is a video that will walk you through generating patient statements.