Plan / Statements Tab

Overview

The Plan: New and Plan: [name] pages are comprised of eleven tabs:

The Statements tab collects information for plan statements.

How to Get Here?

To open the Statements tab for new plan:

From the Home Page:	From the Menus:	Via Shortcut Keys:
Click Payers & Plans from the Admin list Click Create Plan Click the Statements tab	Open the Admin menu and select Payers & Plans Click Create Plan Click the Statements tab	From the Payers & Plans page, press [Alt] + [P] Click the Statements tab

To open the Statements tab for existing plan:

From the Home Page:

From the Menus:

Via Shortcut Keys:

Click Payers & Plans from the Admin list
Select the plan to be modified
Click Update*
Click the Statements tab

*Alternate Navigation: Double-click the plan from the list

Open the Admin menu and select Payers & Plans
Select the plan to be modified
Click Update*
Click the Statements tab

*Alternate Navigation: Double-click the plan from the list

From the Payers & Plans page, select the plan to be modified
Press [Alt] + [U]
Click the Statements tab

(Click an image below to enlarge.)

Plan: New Page / Statements Tab

Plan: [name] Page / Statements Tab

Field Definitions

Field

Type

Required

Description

Statement Options Section

Guarantor

Checkbox

No

Indicates whether the financial responsibility can be automatically rolled to the guarantor for any outstanding balance as a result of non-payment from this plan. By default, this option is selected.

If this option is selected, the Hold Statements checkbox is available. If checked, all statements in guarantor responsibility at the plan level are held.

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