As of July 2019, the look and layout of compensation statements has changed! The new look includes a Summary page which allows for users to see the percentages and/or fixed rates for Appointments, Procedures, Products, and Tasks that are preset by their System Administrator. If you are having troubles creating/viewing your statement, please check out this article here!
You'll want to select My Dashboard > Statements > Right-click to Create Next Statement > Select OK and your information will populate.
On the first few pages of your statement you will find the Summary information. This will include the following:
- Default fixed amounts/percentages: any default rates set out for the provider will appear in the box at the top of the summary pages
- Reversals: the first line will contain amount of times codes were reversed from previous and current statements, as well as the total amount of monies that have been reversed
- Break down summary of codes by line: the amount of times a specific code was charged, the percentage it was compensated for, and the total dollar amount on this statement for that specific code
- Statement Grand Total: at the very end of the summary pages there will be a grand total of the statement that the user can view
You will be able to view all applicable codes charged to the provider in the desired time-frame line by line in the detailed compensation statement. The statement will also separate the provider's clinic locations if they have multiple rate sheets.
- Any "adjustments from previous statements" will appear at the top of the draft with new charges from the "current statement" to follow
- Each line will contain: provided as well as posted date, the name of the client, the charge name and amount, and the compensation amount
- Codes will appear primarily in order of provided date, with posted date being a secondary factor in the event that codes have been reversed and re-charged multiple times
When you attempt to exit out of viewing your compensation statement draft, you will be asked if you'd like to "Finalize Statement". Once you have finalized a statement, you will not be able to reverse, void, and/or modify this statement in any way!
If you are not ready to finalize your statement, be sure to click "NO" so that you can continue to make changes.