There may be some payers where you do not want to generate or send a patient statement. There is a way in DrChrono to prevent patient statements from generating when a patient account has a specific payer ID listed, and that payer ID has had patient statements excluded.
To exclude specific payer(s), please follow the instructions below.
- Navigate to Billing > Insurance Set Up
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- If the payer is listed, click on the pencil icon on the right of the screen
- If the payer is not listed, click on + New EDI Enrollment (which could be on the top right or bottom right of your screen, depending on which clearinghouse you use)
- Once you click on the pencil icon, you will see this screen with the payer information listed:
- If you switch the "Do not bill patients for balance" to Yes, any patient with this payer ID, who has a balance after payment is received, will not generate a patient statement.