Creating Statements in ICANotes

Creating Statements in ICANotes

How To Create Batch Statements
 
1.  Go to  from the Chart Room.
 
2.  Click the  tab at the top.
 
 
 
3.  Click the   button.


4.  Click within the Statement Settings field if you want to customize the statements.

 
5. Within the Create New Batch Statements window (with selecting to customize Statement Settings):

 
  1. Fill out the criteria of the patients you want included in the statement.
  2. Select the patients that you want to print.
  3. List patients with a balance greater than an amount of your choosing.
  4. Filter out patients who had statements sent between selected dates.
  5. Click the options that you want included in the statement. 
  6. Change the return or billing address (optional).
  7. Add a statement note (optional).
  8. Select the insurance you want displayed (optional).
  9. Only include services that fall within a selected date range and exclude charges that have a zero balance, etc (optional).
  10. Enter the Clinician you want to print (optional).
  11. It is highly suggested that you toggle on the 'Generate Statements off Hours' so that the generation of statements will not interfere with your session.
  12. Click the 'Continue' button. 
 
In order to ensure all statements are successfully processed, a limit of 750 statements has been set when generating batch statements overnight. If the limit is not exceeded when generating the batch, you will not see any prompt. However if the number of statements to be generated offline exceeds 750, you will receive a dialog box giving you the option to cancel and reduce the number of statements to be generated, or continue with only the first 750 statements being generated. 
 
 
6.  The next day, go back to the 'Batch Statement' window by following steps 1 through 3.  Click the   button.  
 
 
 
Alternatively, if you want to print one-by-one, click the  button in the row of the patient you want to print.  
 
7.  If you use the same settings every time, you may find it helpful to click the   button in the bottom right of the Batch Statements window.
 
 
 
8.  Select the options, insurance, sites, note, and clinician type that you want as default.  
 
9.  Click the  button to save your default settings. 

Watch our demonstration on creating batch statements:


 
 
 
How to Create Custom Statements
 
1.  Go to   from the Chart Room.
 
2. Find your patient by searching by first name, last name, patient ID, or account ID. Select the  button by his/her name. 
 
 
3. Once in the patient account, click on the Statements tab as shown below.
 
 
 
4. Then click on the  button to create the statement. 
 

5. Within the New Statement window:
 
 
  1. Click the options that you want included in the statement. 
  2. Once a responsible party is selected, the recipient address will be autopopulated (this is pulled from the patient's demographics).
  3. Enter the Clinician you want to print (optional).
  4. Click the 'Continue' button. 
 
6. The statement will show in the print preview button. Hit enter for the print window to show.
 

7. On the Statements tab, you will see the newly generated custom statement. You can also print from here by clicking the printer.

 

Watch our demonstration on creating custom (individual) statement:


 
 
 
FAQs
 
Q:  Is there a way to set settings in Settings + Directories?
 
A:  Yes, Group Administrators can make changes to the default settings in Group Level Settings & Directories tab, Statement Settings Options. 

 

Q: There are different areas to set up default settings, which default is used when all defaults are chosen?
 
A:  ICANotes considers patient-level settings first and foremost unless a user opts to override statement settings.
 
 
Q: What size envelope should be used?
 
A: We recommend using size #9 envelopes for statements to show the recipient's address in the window.
 
 
Watch our demonstration for filtering patients by last statement date range (batch statements):


 

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