Monitoring EasyPost patient statement runs

Once the statements have been run, there are a number of ways to to monitor the statements.

To track and monitor EasyPost patient statement runs

Use any or all of these facilities to check on EasyPost patient statements:

• EasyPost Jobs monitor:

  

• An individual patient's Contact Tab:

  

  NOTE: double-click the EasyPost icon to display the statement that has been sent.

  All Statements are sent via the simplex method (single-sided), so the first page is the patient's address and the second page is the statement itself.

  You can edit the default coversheet from the document templates window, under the EasyPost Cover Sheets category:

  

• The statement production is recorded in the Transactions > List Items > List Statements area:

  

  ... where it is identifiable by the EasyPost icon:

  

• The Patients Transaction screen displays the EasyPost statement production (when the Non Account items checkbox is checked):

  

  Note that in this screen the Key that explains the transaction icons also includes the EasyPost Statement icon:

  

• The EasyPost Jobs Report includes a Statements column in which to record the total number of EasyPost Statements successfully sent: