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Kareo Help Center

Why am I missing patients in my Show Patient List when sending batch statements?

Are you missing patients in your Show Patient List when sending batch statements?

Encounters > Send Patient Statements > Show Patients

 

Check Criteria for Batch Statements

Ensure patient matches criteria selected. If answered "YES" to the questions below, patient will not appear in Show Patient List per criteria selected.

 

Did patient already reach the max statements sent without payment?

  1. Check the Patient record and go to the account tab. Change Show Only to Recent Statements.
  2. Confirm how many statements were sent, then change Show Only to Recent Payments and confirm if payments were received.

 

Did the patient get a statement within the days between statement?

  1. Check the Patient record and go to the account tab.
  2. Change Show Only to Recent Statements and confirm if the patient just received a statement within days in criteria.

 

Is the patient’s balance below the minimum in the criteria?

Check the Patient record and go to the account tab  Review patient’s balance with unapplied factored in.

 

Check if Payer Scenario is set for batch statements

a. Go to Settings > Other Lists > Find Payer Scenarios.

b. Ensure Yes is listed where it says Send Patient Statements? If not, open Payer Scenario and check the box.

 

Check if Patient’s Case is set for batch statements

a. Go to the Patient Record > Cases > Open Case

b. Ensure box Send Patient Statement is checked.

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