Deliver Statements to Patients

Steps

1. Open Billing and go to Statements.

2. Choose the statement batch or patient accounts you want to send.

3. Select the delivery channel:
• Text
• Email
• Paper/print

4. Confirm contact details (phone/email/mailing address) are correct.

5. Send the statements.

What Happens Next

• Patients receive the statement via the selected channel.

• Delivery and response tracking depends on the channel and your configured automation settings.

You’ll Know It Worked When

• The statement shows as sent.

• You see a delivery status (where available) or the patient confirms receipt.

Common Issues

• Delivery failed: verify phone/email/address and resend.

• Patient received the wrong message: confirm the template/settings and the patient stage.

• No response: confirm the patient is in the correct stage and follow your escalation/collections process.