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Overview

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The Statement Batches page contains a list of existing statement batches. Use the Statement Batches page to generate statement batches for the statements that can be generated or to print the statements in a statement batch. 

Once a statement batch is created, statements are generated based on the rules defined at the practice level, and whether the plan that has financial responsibility for the claim allows statements to be sent to the guarantor. Statement rules determine when statements are generated and for which accounts they are generated.

Statement batches are never deleted and can be retrieved by using search criteria. When the Statement Batches page is first opened, the Search Criteria window is displayed. Use this box to find the statement batches with which to work. When the search is completed, the statement batches are listed under the following headings: Statement Batch Information and Counts. The search criteria that you specified appears in the Search Criteria area above the table.

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titleHow to Get Here?
From the Home Page:From the Menus:Via Shortcut Keys:
  • Click Statement Batches from the Manage list.
  • Open the Manage menu and select Statement Batches.
  • Press [Alt] + [M] + [S].

 

 

Field Definitions

Field

Type

Required

Description

Statement Batch Information Section  Section contains the audit trail for each statement batch.
Practice

Display Only

(pulled from created Statement Batch)

YesThe practice to which the statement batch is associated.
Created

Display Only

(pulled from created Statement Batch)

YesThe date and time the statement batch was created. By default, the table is sorted by this column.
Creator

Display Only

(pulled from created Statement Batch)

YesThe name of the person who created the statement batch.
Batch ID

Display Only

(pulled from created Statement Batch)

YesThe unique identification number assigned to the statement batch when it was created.
Counts Section  

Section contains the totals for the number of statements in the statement batch and the number that have been printed or remain to be printed.

Total

Read-only

(calculated by Connect)

YesThe total number of statements in the statement batch.
Printed

Read-only

(calculated by Connect)

YesThe total number of statements that have been printed in the statement batch.
Unprinted

Read-only

(calculated by Connect)

YesThe total number of statements not printed in the statement batch.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Search[Alt] + [S]

To search and locate statement batches.

  1. Click Search. The Search Criteria window opens.
  2. Enter search criteria.
  3. Click OK.
Create[Alt] + [C]To generate a statement batch with all statements eligible for printing.Creating Statement Batches
Print[Alt] + [P]To print or reprint statements in a statement batch.Printing Statements

 

 

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Statement Batches

Creating Statement Batches

Printing Statements

 

 

 

 

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