Patient Statement Screen Element Reference

Screen Element Description
Account Number (filter option) Account Details Screen (Filter Section)

Filters on a guarantor’s account number.

Text to Pay Report

Enter a partial or full account number to filter across multiple files.
Account Balance (column) Account Details Screen

Amount of the patient's balance.
Amount Due (column) Account Details Screen

Patient's amount that is due.
Arrows and Statement Report Screen

Select to expand and view the details and history for the PMS Patient Statement File and the CH Patient Statement Report.

Select to collapse the details and history information.

Payment Report Screen

Select to expand and view the details and history for the Patient Payment file.

Select to collapse the details and history information.

Text to Pay Report

Select to expand and view the details and history for the Text to Pay file. Select the file hyperlink to view a list of all the accounts in the files. Each column can be sorted in ascending/descending order.
CHC Payment Type (filter) Payment Details Screen
Filter on the type of payment from CHC (Change Healthcare).
  • All (default)
  • PER (Patient Balance)
  • COP (Copay)
  • POS (POS Collection)
  • PRE (Pre-Payment)
  • COI (Co Ins)
  • TPY (Time Payment)
  • COL (Collections)
  • BDP (Bad Debt POS)
  • DIS (PTPL 10% DISCOUNT)
Date Range (Filter)

Select the calendar icon to select a date range. Or, type specific dates.

Date Received (column) Statement Report Screen

Date the statement file was received from PMS.
Date Type (filter option) Statement Report Screen
Filters on a single date type.
  • File Received Date (default)
  • File Submitted Date
  • Statement Date
Payment Report Screen
  • Received Date (default)
  • Processed Date
  • Settlement Date

Text to Pay Report

Filters on:
  • File Created Date (default)
  • File Received Date
  • File Submitted Date
Export (action) Select to export the selected file in a .csv format. Data can be saved for further analysis.
File Name (column) Statement Report Screen

Name of the statement file from PMS.

Payment Report Screen

Name of the file as received from Change Healthcare.
File Name (filter option) Statement Report and Payment Report Screen s

Filters based on a file name.
File Status (filter option) Payment Report Screen

Allows the selection of single or multiple values. Values are:

  • All (default)
  • Successfully Received and Downloaded
  • Awaiting Download
  • In Process
  • File Not Downloaded

The default is all selected.
File Status (column) Statement Report Screen
Status of patient statement file sent to CH.
  • Received (initial status) (by EDI)
  • Submitted (statement sent to CH)
  • Processed (Statement Report received from CH)

Payment Report Screen

Status of patient statement file receipt from the EDI Gateway through receipt of PMS.

Status of Payment file from PMS.

  • Successfully Received and Downloaded
  • Awaiting Download
  • In Process
  • File Not Downloaded
File Submitted Date (column) Statement Report Screen

Date statement file submitted to CH.
Number of Statements (column) Statement Report Screen

Total count of ACT records in patient statement file from PMS.
Original File (field) Statement Report Screen under PMS Patient Statement File Details section

Displays the original file name received from PMS. Select the link to view the file details.

Payment Report Screen

Displays the original file name received from CH.
Original File (field) Statement Report Screen under CH Patient Statement Report Details section

Displays the original file name received from CH. Select the link to view the file details.
Patient Name (filter option) Account Details Screen (filter section)

Filters on a guarantor’s last name, first name If user wants to search on first name, then it can be searched as ‘,<first name’

Text to Pay Report

Enter a partial or full name to filter across multiple files.
Payment Amount Payment Report Screen

The total dollar amount in the file.
Payment Count (column) Payment Report Screen

The number of payment records in the file.
Payment Method (filter) Payment Detail Screen
Filters on the method of payment.
  • All (default)
  • VSA (Visa)
  • MCD (MasterCard)
  • AMX (American Express)
  • DIS (Discovery)
  • CHK (Check)
  • CASH
Payment Source (filter) Payment Detail Screen
Filters on the payment source.
  • All (default)
  • IVR
  • eLockBox
  • eCashiering
  • Patient Pay Online
  • Patient Pay Online - Quickpay
Practice/Group Code (filter option) Statement Report Screen (Filter Section)
Filters on a Practice Code.
  • Specify the Practice Code for athenaIDX for Group Management
  • Specify the Group Code for athenaIDX and athenaPractice
Practice/Group Code (column) Statement Report Screen
Column label:
  • Displays the Practice Code (for athenaIDX for Group Management)
  • Displays the Group Code (for athenaIDX and athenaPractice )
Printed (column) Statement Report Screen
Displays the number of printed records from CH Statement Report. Select the link to display the details of the run on the Account Details screen. Only statements in these statuses are displayed:
  • Printed Standardized Address
  • Printed Non-Standardized Address
  • Printed USPS COA Move Update
Processed (column) Statement Report Screen

Displays the number of processed records from CH Statement Report. Select the link to display the details of the run on the Account Details screen for statements with the Processed status.
Processed Date (column)

Patient Payment Screen

Date on which the patient payment file was created.
Provider Group Code (column) Account Details Screen

Represents one provider or an unlimited number of providers that behave as a separate entity within a Group Management practice for reasons of provider confidentiality.

Received Date (column) Statement Report Screen

Date the statement file was received from PMS.

Payment Report Screen

Date on which the patient payment file is received in the EDI gateway.

Run (filter option) Statement Report Screen (filter section)

Filters based on a specific run.
Run ID (column) Statement Report Screen

Displays the run number. Select the link to display the details of the run on the Account Details screen. All statements are displayed regardless of their status.
Settlement Date (filter option) Patient Payment Screen

Date on which the payment was received.
Statement Date (column) Statement Report Screen

Statement date in the PMS statement file.
Statement File Status (filter option) Statement Report Screen (filter section)

Allows the selection of single or multiple values. Values are:

  • All (default)
  • Received
  • Submitted
  • Processed
Status (column) Account Details Screen

Status of the statement as it was received from CH.
Suppressed (column) Statement Report Screen
Displays the number of suppressed records from CH Statement Report. Select the link to display the details of the run on the Account Details screen. Only statements in these statuses are displayed:
  • Suppressed Non-Standardized Address Error
  • Suppressed USPS COA/Non-Forwardable Address
  • Suppressed IXT Global Suppression
  • Suppressed Duplicate Record
  • Suppressed Other Business Rules
Total (column) Statement Report Screen

Displays the sum of the numbers Printed and Suppressed.
Translated File (field) Statement Report Screen under PMS Patient Statement File Details and CH Patient Statement Report Details sections

Displays the translated file name after receiving the file in Payer State. Select the link to view the file details.

Payment Report Screen

Displays the translated file name after receiving the file in PMS state. Select the link to view the file details.