At a Glance
The Patient Statements page lets you automate statement delivery to fit your practice. From here you can:- Set the frequency of statement delivery
- Set minimum and maximum balance thresholds for statements
- Choose delivery methods (text, email, or both)
- Send paper statements to patients opted out of digital delivery
- View upcoming and historical batches
- Track your overall PR collection performance
- Weekly electronic sending is the most common setting and keeps balances from building up.
- Text + email delivery together is the most effective for collection.
- Paper statements cost $1 each, so send them no more than monthly, only to patients who ignore digital statements.
- PR is only generated after all payer charges and remits are balanced — don’t send statements before PR is generated.
- Add your facility name and logo to statements in PR Settings → General.
Where to See When a Patient Was Sent a Statement
- PR Timeline — on the Claim Details page, open the encounter → Activity Log → PR Timeline. Sent statements appear with their channel (text, email, or mail).
- Touchpoints — on the patient’s profile, the Touchpoints tab lists sent texts and emails (paper statements don’t appear here).
Set Up Electronic Delivery
On the Electronic tab, open the Settings area (or check Use Recommended Settings) and configure:- Auto Reminder Frequency (Never / Daily / 7 / 14 / 21 / 28 Days) — patients with a
$0.00balance are never sent a statement - Statements Delivery — Text and Email / Text Only / Email Only (Text + Email recommended)
- Provider and Facilities — required; omit any whose patients shouldn’t receive statements
- Balance and age thresholds (Min/Max Amount Due, patient age range), Min/Max Date of Service, and Sort By (Balance Decreasing or Time Since Contacted Decreasing)
- Exclusion Settings (see below)
You can opt an individual patient out of digital statements from their profile, and review the full opt-out list under Exclusion Settings.
Upcoming Batch
Once configured, the next planned batch shows summary metrics plus actions:- Send Now — send the batch immediately (useful for the first batch)
- Reschedule — change the send date (e.g., off a weekend)
- Download Upcoming Batch — export the full list to review or keep
Batch History
Review recent batches, including delivered/undelivered texts and emails, total sent, and total amount paid (with Stripe fees / net received when enabled).Metrics
The top of the page tracks overall performance: Total Patient Collections, Total Outstanding PR, Patients With Outstanding Balance, and # Batches Sent, plus last-batch detail.Paper Statements
Switch to the Paper tab for direct mail (each paper statement costs $1):- From a patient’s profile — click Pay Balance, choose Request via Paper Statement, and confirm (handy when a patient calls in).
- Bulk send — configure filters (patients with invalid emails/phones, how many digital statements a patient must ignore first, and how long to wait between paper statements), Save Setting, then Send Now. Paper batches are sent manually each time.
Exclusion Settings
Exclude specific patients, or patients with specific insurances, CPT codes, or line items, from automated statements. Open Exclusion Settings, add the patients/criteria, and Confirm. To exclude a patient from both electronic and paper statements, add them to both exclusion lists.FAQ
How often should I send statements?
How often should I send statements?
Weekly electronic delivery via text + email is the most common and effective setup. Reserve paper statements ($1 each) for patients who don’t respond digitally, no more than monthly.
How do I stop a specific patient from getting statements?
How do I stop a specific patient from getting statements?
Add them under Exclusion Settings (add to both the electronic and paper lists to exclude them entirely), or opt them out from their profile.