Viewing the Statement Submission Report

The Statement Submission Report provides insight into your billing activity. The report displays a list of patients' billing statements that you have printed in office or had handled by a third-party vendor.

To view the Statement Submission Report

1. On the Statement Submission Report page, complete the following filters as necessary:

   • Locations - The statement submissions for the selected locations. Complete any of the following:

     • To select all locations, select the All check box.

     • To select specific locations, clicktap the 1 of [#] location(s) selected link to display the Select Locations window and select or deselect the check boxes as necessary. When ready, clicktap Save.

       Note: The window only displays locations that you have access to.

   • Date Range - The date or date range of statement submissions to include on the report. Complete the following:

     1. ClickTap the Date Range field and select one of the following:

        • Today

        • Yesterday

        • Last 7 Days

        • This Month

        • Specific Date

        • Custom Range

     2. If you selected Specific Date, select a date from the generated calendar and clicktap Done.

     3. If you selected Custom Range, select two dates from the generated calendars and clicktap Done.

   • Exclude simulation patients - By default, simulation (sim) patient data is excluded. If necessary, deselect the check box to include sim patient data in the report.

     Note: If the report includes sim patient data, the sim patients will display on the report with a SIM label.

2. ClickTap Search.

The report displays Third Party and Printed in Office categories. Each has a number in parentheses that indicates the number of statements of that type and a balance that equals the sum of the "Please Pay This Amount" values from those statements.

Note: The Third Party category includes all statements that were handled by a vendor.

3. Expand a section to view details of each of the corresponding statements: the date and time, the type (patient or guarantor), the patient or guarantor's name, where it was generated (from a batch of statements, from a patient's ledger, from a patient's walkout, or using Ascend Academic's print-and-mail statement fulfillment service), and the amount due.

   

   Note: If a section has more than 100 statements, clicktap the Show More link to list more statements.

4. To print the report as viewed, clicktap Print.