Maybe in Statements Queue and the patient file, have a folder of the history of statements that have been ran and sent to patients. Would be ideal to have the date statement sent, statement type, for what claims, for what amount and how it was ran, IE print, sms, email
Is there any way that you can add a tab in Billing under Statements for "Completed Statements"? Especially if it could have the date, it was marked completed so you can see when it was sent. Right now, you mark someone complete, but they are still in the statements queue even when they've been marked complete after creating and completing the statement in the other tab. And then if possible to have them move back into the statements queue after 30 days so something can be automated and I can look at it and know they have already been billed and need to have another statement sent.