Send Billing Statements

Steps

1. Open Billing and go to Statements.

2. Select the patient accounts (or the statement batch) you want to send.

3. Confirm the statement details:
• Balance amount(s)
• Due date and messaging stage
• Delivery method (text/email/paper)

4. Send the statements.

5. Monitor responses and payments as they come in.

What Happens Next

• Patients receive the statement through the selected channel(s).

• Payments and responses move patients through your messaging/collection stages.

• When a payment is made, activity should sync based on your normal billing + PMS sync behavior.

You’ll Know It Worked When

• The statement shows as sent (and the patient is in the expected stage).

• You see delivery status (where available) and/or the patient receives the message.

• Payments or responses show up against the correct patient/account.

Common Issues

• Patient says they didn’t receive it: confirm the contact method on file (phone/email) and resend.

• Wrong balance: verify the balance sync source (PMS/Sikka/etc.) and refresh before re-sending.

• Payment posted but balance didn’t update: check sync timing and reconcile the patient ledger.