Patient Statements

“No Transactions” on Statements … Using the ¾ Page Pre-Printed Forms

No Transactions

The Patient Statements in TPS 2000 work similarly to your credit card statements. They will show all activity that has happened in the patient’s account since the last time you processed a statement for this patient. If you process a Patient Statement batch and you see the message “No Transactions”, then this patient(s) have no new transactions (charges or payments) since the last time a Patient Statement batch was processed. PLEASE NOTE: If all of your statements are reflecting this message, then there is another Patient Statement batch that was processed either yesterday or even today. TPS2000 will not “reproduce” the services if it was already told to batch these in a previous Patient Statement run. You may check to see when the last Patient Statement batch was processed by going into [B] Billing Carriers and Patients. The last batch processed appears on the screen (this will probably be your patient statement batch that contains the “No Transactions”). Now click on Show List of Records icon and look for the word “Patient” in the Bill To column. This will be the Patient Statement batch processed just prior to this one. If it is today’s or yesterday’s date, then this is the batch that you want to print.

Double click on this entry to pull up the batch. Once the bills display, the column on the left is the PRINT selector. If there is an arrow in this column the bill is set to print. You may control which bills print (including all) by clicking on the individual bills or using the Print Selection buttons at the bottom of the screen. REMEMBER: You may rapidly choose only those patients who have an outstanding balance by clicking on [Expected > $0].

For information on viewing all bill dates for a specific service, see the How To “LEDGER 3. View Bill Dates”.

Setup for ¾ Page Pre-Printed Forms

If you will be using the ¾ Page Patient Statements provided by Trainor Business Forms, you will need to set your Printer to accept a paper size other than 8 ½ by 11. The easiest method is to add another printer in the Windows setup that is set to Custom paper and named something like Patient Statements so that it is easily recognized. If you need assistance in adding a printer, please check with your Hardware Person.

Once the printer has been added, you will need to setup the paper size. In the Printers entry of Windows, “right” click on the icon for this new printer then click on Properties. Click on the PAPER Tab and choose CUSTOM as the paper size. When you double click on CUSTOM, you get a screen titled User-Defined Size. Make sure there is a bullet in the Unit box next to 0.01 inches. Now set the size to Width = 850 and Length = 720 (since this sizing is in 100s, the 850 represents the 8 ½” width and 720 represents the 7 1/5” length of the paper). When you are done, click on OK then Apply then on OK again. You are now ready to use this printer for this special form size.

To be sure that the form is also set up properly, go into [B] Billing Carrier and Patients and find a Patient Statement bill batch. Click on one of the bills then click on [EDIT]. When the screen with all of the “boxes” comes up, click on FILE (at the top of the screen), then on Page Setup and again on Printer Setup. Find the Patient Statement Printer and click on Properties. If the Paper setting says CUSTOM, everything is OK. Click on OK back to the screen with the “boxes” then hold down CTRL and press “W”. Now say Yes to save this form and you are ready to go.

REMEMBER: When printing more than 1 form at a time, it will go to the default printer. Please remember to go into Windows and set this new printer as the default when you need to “batch” print your statements.