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Product SheetPatient Statements
Turn routine bills into customized communications
that increase revenue and patient satisfaction
Bills are often the most direct contact providers like you have with
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How to fill out patient statements

How to fill out patient statements
01
Gather all the necessary information from the patient statement, such as the patient's name, address, and contact details.
02
Identify the specific fields or sections on the patient statement that need to be filled out, including the date of service, service codes, and charges.
03
Double-check the accuracy and completeness of the information provided on the patient statement to ensure no errors or omissions.
04
Ensure that all insurance information, including policy numbers and group numbers, is accurately recorded if applicable.
05
Calculate the patient's portion of the payment based on the insurance coverage and any deductibles, co-pays, or co-insurance.
06
Fill out the payment details, such as the payment method, check number, or credit card information, if required.
07
If there are any outstanding balances or additional notes to be added, make sure to include them on the patient statement.
08
Review the completed patient statement to ensure it is legible and understandable for the patient.
09
If necessary, provide clear instructions or additional documentation for the patient to follow regarding payment methods or any required supporting documents.
10
Send the filled-out patient statement to the designated recipient, whether it be the patient themselves, an insurance company, or a medical billing department.
Who needs patient statements?
01
Medical billing departments in healthcare facilities and hospitals.
02
Healthcare providers, including doctors, specialists, and clinics.
03
Insurance companies and their claims processing departments.
04
Patients who need a comprehensive breakdown of their medical charges and insurance coverage.
05
Legal entities involved in medical billing or insurance disputes.
06
Government healthcare agencies and auditing organizations.
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