Performing End-of-Month Procedures > Using Cycle Billing

Statement Reconciliation Report

The Statement Reconciliation report enables you to identify statements that fall outside the billing cycle’s criteria. You can also create a Statement Reconciliation contact expert to track and manage these accounts.

• When the billing cycle is set to Last Visit, and Minimum Cycle Days = 28, multiple visits can trigger the cycle to reset, delaying the statement for this patient.

To see a sample report, click here.

To generate the report:

1. Select Reports > Financial > Statement Reconciliation. The Report Criteria fields are displayed.

2. Enter the office and date criteria, and sort order for the report.

3. Click Generate Report.

Statement Reconciliation Contact Expert

To create a Statement Reconciliation contact expert:

1. Select Experts > Contact Expert. The Contact Expert window is displayed.

2. Select New > Statement Reconciliation. The Statement Reconciliation Contact Expert window is displayed.

3. Enter the office and date criteria, and a description for the report.

4. Click Ok. The Statement Reconciliation contact expert is added to the list.