Company Statement 7 is a custom statement and looks similar to 5 and 6. 

 

NOTE:  If Company Statement 7 is chosen, you may not use Company Statement’s 5 or 6.

 

Company Statement 7 works similar to a guarantor/child statement.  The employer is set up like a guarantor.  The employees have their own accounts as like a minor child.  As in a guarantor set up, statements are printed to the employer (guarantor) account number.  

 

Company Statement 7 Headings

 

                           DATE:        /New Patient <Patient’s Account Number> and date of service

PATIENT NAME/SS OR ID:     /New Patient  <Name (Last, First Init.)> / <Social Security No.>

                                DR.:        /Utility/Provider <Provider Code> used in posting the charge

                   DESCRIPTION:       /New Patient <Employer> and /Utility/Procedure <Description>

                      CHARGE:        Charge amount at time of posting

                      CREDITS:        Combined payment and adjustment amount.

 

 

 

/Utility/Set Up/Parameter

 

 

 

Guarantor:       Use ONLY option A or Z. 

A   Will copy the guarantor information during the process of adding a new patient which would then need to be modified to the patient’s information. 

A   Will allow this feature use in true guarantor situations. 

Z    Will not copy the guarantor information during the add process. 

Z    Will not allow this feature to be used in true guarantor situations.

 

 

/Utility/Set Up/Printer/Capability

 

 

 

NOTE:   When more than one clinic is to print Company Statement 7, add additional CS CODE’s. For example, CS2 for clinic 2, CS3 for clinic 3, etc. making sure TYPE is blank, Seq. is 69 and DEFINITION is CS1.PRN.

 

/Utility/Category

 

 

It is suggested to add a COMP (company) category to be used for the employer accounts.  Then, for each employer, add a separate category code, for example EDIS (Edison Co.), PCHM (PharmChem), SEAR (Sears), etc.  What the category codes are is up to your discretion. 

 

Since charges are posted to the patient account and management reports may be ran for specific categories, using this theme will provide detail financial information by employer.

 

In addition, unlike a typical guarantor setup, the employer and patient must have different categories in order to assign the required category type to each account.

 

Type (C/P/W/O/F/G):              Enter C on the employer’s category

                                                Enter O or G on the patient’s category

New Patient Demographic Set Up

 

 

Guarantor:       Repeat the employer account number on both the employer and patient’s accounts.

 

Category:        For the employer’s account, enter the category used for company accounts.

For the patient’s accounts, enter the category used to denote that patient’s employer.

 

 

/Charges/Charge    Post charges to the patient’s account as usual.

Billing/Insurance

 

To print the statement: