Enhance Patient Statement Report with Text-to-Pay Counts and Payment Insights

What’s New

• Added a toggle button on the Statement History screen in the Patient Statement Report, allowing users to switch between:

  • Print View (existing functionality)

  • Text/Email View (new feature)

• In Text/Email View, new columns have been added:

  • Text. Date – Date when the text/email statement was sent.

  • Print (Text Count) – Number of text/email messages sent to the patient.

  • Text. Bal – Patient balance amount at the time the text/email was sent.

• Added an interactive modal window that opens when clicking the Text Count value, showing:

  • Text Date – Date the message was sent.

  • Text Count – Total number of messages sent.

  • Text. Bal – Balance shown in that message.

  • Paid – Amount paid after the message was received.

• New backend rules ensure:

  • Data separation between Print and Text/Email views.

  • Payment attribution only to payments made after the text/email was sent.

  • Accurate balance and transaction representation per message.

  • Consistent data in on-screen and exported (Excel/PDF) reports.

  • No performance degradation during report generation.

How It Works

• Navigate to Reports → Patient Statement Report → Statement History.

• Use the toggle button to switch between Print View and Text/Email View.

• When Text/Email View is selected:

  • The system displays new columns (Text. Date, Print (Text Count), Text. Bal).

  • Data shown corresponds only to digital statement transactions.

• Click on a patient’s Text Count value to open a modal window showing detailed text/email message and payment information.

• Review Text Date, Text Count, Text. Bal, and Paid details directly within the modal.

• Close the modal to return to the main report without reloading the page.

Benefits

• Provides clear visibility into text/email statement outreach activity.

• Enables accurate tracking of digital communication effectiveness and patient payment responses.

• Supports data-driven collection strategies by correlating messages sent with payments received.

• Reduces manual tracking through automated reporting of digital outreach and payment data.

• Maintains report consistency and performance while adding interactivity.