Statements

Outcome

Patient statements run on the configured cadence, contain the right charges with clear language, and the platform records when each was sent (electronic + paper) so you can answer member questions.

Prerequisites

Scope	What it lets you do
billing.statements.read	View statement runs
billing.statements.run	Trigger a statement run
billing.statements.write	Cancel / resend a statement

The patient-billing module must be enabled for your tenant. Some tenants outsource statements to a third party; check before assuming the in-platform flow.

The shape of a statement

Each statement aggregates the member's patient AR as of run time. The as of date is on the statement; later activity (payments, refunds, new charges) shows on the next run.

Statement runs

/patient-billing/statement-runs shows every batch:

Column	Meaning
Run date	When the run executed.
Cadence	monthly, weekly, cycle-N.
Members	How many statements generated.
Sent electronic	Email + portal counts.
Sent paper	Mailed counts.
Status	PENDING, RENDERED, SENT, BOUNCED, RETURNED.

Click into a run for the per-statement detail.

Triggering an ad-hoc run

For a single member or a small cohort:

1. Open the member or filter the list.

2. Click Generate statement. The platform renders the PDF + the electronic-channel content.

3. Review before sending — ad-hoc statements bypass the schedule but go through the same renderer.

4. Send via the picked channel (email, portal, mail).

Statement rules

The platform respects:

Rule	Effect
Minimum balance threshold	Tenants typically suppress statements below $5 or $10.
Member opt-out	If the member opted out, the statement is skipped.
Pending appeal	Some tenants pause statements while the underlying claim is appealing.
Payment plan	Active payment plans skip the standard statement and run their own schedule.

Channels

Channel	Default
Email	Members with verified email + opt-in.
Portal	Members with portal access.
Paper mail	Default for everyone else.

The platform tracks delivery: bounces, returns, opens (where the email provider supports it).

When a member calls about a statement

The member detail's Statements tab shows every statement they've been sent:

Column	Helpful for
Sent date	"When did I get this?"
As-of date	"Why does this not match what I paid?"
Channel	"Did I get an email?"
Lines	"What is this charge?"
Resend	Click → re-render and re-send.

Click into a statement → the rendered PDF + electronic preview.

Validation

Check	Expected
Run produces one statement per eligible member	Yes.
Suppressed members log the suppression reason	Yes.
Bounces flag the run	Yes.
Resend produces a new audit row	Yes.

Troubleshooting

Symptom	Cause	Fix
Member didn't get a statement they expected	Below threshold, opted out, paused for appeal	Check the suppression log.
Statement amount disagrees with ledger	As-of date — newer activity not on this run	Rerun ad-hoc.
Lots of bounces	Email list stale	Refresh from member intake; re-run after correcting.
Returned mail	Bad address	Update member; flag for next run.

Where to next

• 7.4 — Write-offs vs adjustments — the right call when patient AR can't collect.
• 4.8 — Manual posting — when patients pay outside electronic channels.