How To Print A Statement
How To Print A Statement (workflow for recording received payments from patients and giving the patient a statement of service at the time of his/her appointment):
ICANotes has the ability to record a service charge based on the clinician's note, document a patient payment, and generate a statement with the diagnostic codes for insurance reimbursement. The statement can be given to the patient for insurance reimbursement and is useful if you do not accept their insurance payer but the patient still wants to be seen in your practice.
1. Go to 
from the Chart Room.
2. Find the patient's account (by patient name, Patient ID, or Account ID).
3. Record new service charge by clicking the 
button.
4. Select the note.
5. Click the 
button.
6. In the Edit Service window, you will need to go to the specific code by clicking the code specific tab.
7. Click 
button to record the patient's payment.
8. In the Patient Payment window, type in the amount paid.
9. Select Source of payment.
10. Click the 
button to close the window.
11. Now that the patient has paid in full, close the Charge Detail window by clicking 
in the top right.
12. The charge and payment are now seen in the Account Detail.
13. To print the statement that includes the diagnostic codes for insurance reimbursement, click the 
tab.
14. Click the 
button.
15. Select the details you want to include on the statement under Options. Be sure that 'Show Diagnoses' is selected to show the diagnostic codes.
16. Narrow down viewing options as necessary. For example, if you just wanted to show one day, select the start and end dates of that date, or only include services from a specific Clinician.
17. Click the 
button in the top right to generate the custom statement.
18. Print the statement and hand to the patient.
Note: We recommend using size #9 envelopes for statements to show the recipient's address in the window.
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