> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Patient Statements

> Automate and track patient statement delivery — frequency, delivery methods, exclusions, batches, and metrics.

#### At a Glance

The [Patient Statements](https://insights.athelas.com/v2/pr-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**

Set it up well and it runs on autopilot, collecting patient responsibility with little intervention.

**Best Practices**

* **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](/insights_front_desk/patient_responsibility/pr_settings) → **General**.

#### Where to See When a Patient Was Sent a Statement

* **PR Timeline** — on the [Claim Details](/insights_biller/claim_details/claim_details_page) 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 `$0.00` balance 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)

Click **Save Setting**. An **Upcoming Batch** section then appears.

<Note>
  You can opt an individual patient out of digital statements from their profile, and review the full opt-out list under **Exclusion Settings**.
</Note>

#### 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.

**Alternate address:** to mail to a different address, open the patient's profile, click **Edit**, and set the **Statement Mailing Address**.

#### 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

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>