Statements

Every patient statement for the selected client, above the patient A/R it draws on: what is held, what is ready to send, and what went out this cycle. One statement in full is The Statement Page; the batches that carry them out are Statement Batches.

The Statements list: Patient A/R, Held, Ready to Send and Sent This Cycle tiles, the Run Statement Cycle button, and a table of statements, most Ready and some Held with the reason beside the chip

Who Can See It

User only, when the client is licensed for statements. Administrators and Managers have no access, as with Patients: every row carries a patient name.

The Tiles

The tiles count the whole book, never the filtered list, so their totals reconcile against the ledger.

Tile	What it counts	Selecting it
Patient A/R	Every open patient balance on the ledger, and how many accounts owe one	Nothing. It is a total, not a filter
Held	Statements in Held, with their total	Filters the list to Held
Ready to Send	Statements in Ready, with their total	Filters the list to Ready
Sent This Cycle	Accounts whose latest statement was sent since the latest finished cycle run started, failed runs included, with their total. A cycle still running does not reset it	Filters the list to Sent

Selecting a tile again clears its filter. A tile shows a dash rather than a zero when its count could not be read, so a clean day and a failed count never look alike.

Stage Chips and Search

Under the tiles, a Stage chip appears for every rung of the notice ladder that currently holds statements, each with its count. Rungs with none are not shown, so the row fills in as accounts climb the ladder. One stage filters at a time.

Search matches the statement number, the patient’s name and their MRN. What you type in the search box stays out of the page address, so a bookmark or a shared link carries the filters but never the name you searched for. The search is kept while you move around ClaimPod, and cleared when you reload the page or sign out.

The List

Column	What it shows
Statement #	The statement number
Patient	Name
Stage	Where on the notice ladder this statement sits
Amount due	What it asks the patient to pay
Oldest	Age in days of the oldest open patient balance on the account. Not sortable
Status	The status, and for a held statement a short reason: address incomplete, balance changed, settled since, collections clock not started, no guarantor (minor), billing restricted, QMB, do not bill, bankruptcy, deceased, payment plan or secondary pending. A hold raised by a client rule shows its code instead
Statement date	When it was generated

The list sorts by statement date, newest first, and a row opens the statement, by click or with Enter. Each row ends in a download icon that fetches the statement’s PDF; on a held statement it is greyed, and the tooltip says held statements do not have a document yet.

Actions

Action	What it does	When it is offered but greyed
Run Statement Cycle	Starts a cycle run now, with the same settings the schedule uses	While a run is starting or already going, when it reads Cycle running…

A run mints one statement for every account with a patient balance at or above the minimum, not billed within the cadence, and with no statement still Draft, Held or Ready. The defaults are a $5 minimum and 30 days; an Administrator changes them on the schedule. Accounts under the minimum or in credit are counted, never billed. Each new statement is checked as it is made: one that passes is Ready, one that does not is Held and lands on the day’s Statement Review queue, named for the practice day, such as “Statement Review · 09/29/2026”.

Starting a run says Statement cycle started as task # and its number. While it is going, a banner says when it started, and asking for a second run is refused until the first finishes. When it finishes, the banner, tiles and list refresh by themselves. The run’s outcome, as counts of generated, held, under minimum and credit balances, is recorded on the task in Tasks. When an account fails, the outcome adds N failed - see the task log. and the task ends Failed; the statements the run did generate stay.

Without a schedule, a banner says no statement cycle is scheduled and offers Schedule one. The button still runs a cycle with the defaults, and a single statement can be generated from the patient page.

Statuses

Status	What it means
Draft	Not yet checked. Generation checks every statement as it makes it, so a statement is Held or Ready by the time it reaches the list
Held	The check found a blocking hold, or a deceased or payment plan warning that a reviewer has not released yet. The statement has no document, never batches, and waits on the day’s Statement Review queue
Ready	Passed the check, and waits for the next batch
Sent	Left in a batch. The document is frozen as the paper that was mailed, and the bill-to is locked
Void	Withdrawn. Kept for the audit trail; the balance stays on the account

Stages

The notice ladder. Two doors open onto it, and both move an account one rung at a time, never further. A cycle run moves an account up only once the cadence has passed since its previous statement. Generate Statement on the patient page moves it up on the same rule, and when the cadence has not passed it bills again at the rung the account already sits on. It is refused while the patient has a statement still Draft, Held or Ready: that one has to be sent in a batch or voided first. Either way, the statement that comes out can be any of the four rungs.

Stage	Rung
Statement	1 of 4, the first bill
Reminder	2 of 4
Second notice	3 of 4
Final notice	4 of 4, and every notice after it

States

Empty - the list says the statement cycle creates statements, or generate one from a patient.
No statement cycle is scheduled - a banner, with Schedule one linking to Schedules. Not a fault: generating one statement at a time is a legitimate way to work.
Statement cycle running - a banner with the start time, while the button reads Cycle running….
A dash on a tile - that count could not be read.
We couldn’t load statements - with a retry.
Blocked - without the statements module the screen is not in the sidebar, and a saved link to it says the module is not part of your plan.