DOS-Based Statement and Text Counts for Patient Balances
Review Patient Balance Communication Counts
Collections > Patient Balances > Statement Count / Text Count
Move Outstanding Balance to Collections
Collections > Patient Balances > Move to Collections
Review Historical Communications
Patient Account > Print History
What’s New
- Statement Count and Text Count are now calculated based on currently outstanding DOS balances.
- Statement Count reflects the number of Patient Statements generated for the patient’s outstanding DOS balances.
- Text Count reflects the number of Text-to-Pay notifications sent for those outstanding balances.
- Communications associated with fully paid DOS balances no longer contribute to the displayed counts.
- The counts automatically reflect the communication history associated with balances that remain unpaid.
- Statement Count and Text Count continue to appear as numeric columns in the Patient Balances grid.
- DOS-level attribution is handled by the system without introducing additional rows or columns.
- The complete historical communication record remains available through Print History.
- Existing practice-configured collections thresholds remain unchanged.
How It Works
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Navigate to Collections > Patient Balances.
- Locate the patient account with an outstanding balance.
- Review the Statement Count and Text Count columns.
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CureMD calculates the displayed counts using communications associated with the patient’s currently outstanding DOS balances.
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Statements and Text-to-Pay notifications associated with fully paid DOS balances are excluded.
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Billing staff can use the updated counts to determine whether the outstanding balance has completed the practice’s required communication cycle.
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When appropriate, continue with the existing Move to Collections workflow.
Benefits
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Provides more accurate Statement and Text Counts for currently outstanding patient balances.
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Eliminates inflated communication counts caused by previously paid balances.
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Reduces the need for billing staff to manually investigate Print History.
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Helps staff determine whether outstanding balances have completed the required communication cycle.
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Supports more consistent and informed collections decisions.
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Improves visibility into patient communication activity associated with unpaid balances.
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Preserves existing Patient Balances and Collections workflows without adding complexity to the grid.
