Skilled Nursing Facilities

Statements *New* Report

PointClickCare is transitioning to a new report, Statements *New*, to print resident and contact statements after statements are made real. This report is used in conjunction with Statements Configuration at facility Statement Configuration Management at Management Console.rt44

Master Patient Index (MPI) must be enabled for the report to be available at the Management Console. 

Note

The security role must be set to Read for A/R Setup-Configuration to see all the details on the Statements *New* Report. 

This report provides more options for the information you want to appear in your statements and the order the information is to appear. 

You can still use Print Statements and Contact Statements during the transition period. It is recommended you print your statements using Print Statements and Statements *New* and compare the statements to verify the information and see the differences in how information appears. 

In Payer Setup, you can select to include balance on Private Bills. If you select this option for a payer, the balance for the payer appears in the resident's statement in an Information Only section with a message. In Payer Setup, the Bill Form must be set to Statement and Payer Type can be anything except Private.

Note

If you use Electronic Funds Transfer (EFT), the Statement Message in EFT Bank Configuration appears on statements.

  1. Do one of the following: 

    • Single Facility: Admin > Reports > Statements *New*.

    • Multi-facility: Management Console > Reporting > Admin Reports > Statements *New*.

  • Payer - Select a payer(s).

  • Search By - Select Resident or Billing Contact. You do not need to make a selection if printing statements for all residents and contacts. You can select a Status of Current or Discharged from the list if you want to print statements for a specific resident status.

    • You can print a statement for a specific resident by specifying the Resident Number  or Resident Name. 

    • You can print a statement for a specific Billing Contact by specifying the Contact Number or Contact name.

  • Order By - Select from the list. This is the order the statements print. If you select Location, and the resident does not currently reside in the facility, they are listed last in the report. 

  • Facility Group - Click an option and make a selection(s). (Complete at Management Console level.)

  • Print Last Statement - Select to print the last statement generated. 

  • Date Range - Select to print statements for a date range and specify the dates. 

  • Billing Group - Select an option(s). (Complete at facility level.)

  • Reprint From - Type up to 5 letters of the contact's Surname. This option is useful if you began printing statements and had to stop before all statements were printed. You can pick up printing statements where you left off.

  • Balance Due is Greater Than or Equal To - Type an amount to print statements based on a specific balance amount. 

  • Show Comments from - Select an option(s) to include comments in the statement. 

  • Statement Message - Type a message to appear in all statements. For example, For questions regarding your statement, contact the Business Office. 

  • Show configuration options - Expand to view the options selected in statement configuration. Based on your security access, you can change the options. 

    • Ancillary Display Options - Select an option. If you select Summarize All Ancillary Charges, comments do not appear in the statement. 

    • Transaction Display Options - Select an option.

    • Display Additional Information - Select an option(s).

    • Sorting Options - Select an option.