> ## Documentation Index > Fetch the complete documentation index at: https://help.elationhealth.com/llms.txt > Use this file to discover all available pages before exploring further. # Sending Statements > Learn how to generate and send patient statements in Elation Billing This article provides step-by-step instructions on how to generate and send patient statements in Elation Billing. ## Overview ### What is Sending Statements? Sending statements is the process of generating and delivering patient billing statements that show balances due after insurance adjustments. Statements can be sent via mail, email, or text message. ### Why is Sending Statements important? Patient statements communicate outstanding balances and provide convenient payment options. The Send Statements workflow is best for sending comprehensive breakdowns of patient financials, while Quick Payment Requests are more suitable for immediate payments during or shortly after visits. ## Workflow Instructions ### Example Statement #### First Page The **Phone Number** listed will be your practice's Billing Phone, as designated in your Practice Settings. When there is a **Responsible Party** on file, their information will populate in the Address Panel. The **Patient's** name will appear at the top of each statement page. Statement Page 1 - it offers a generalized overview of the Statement Amounts, Adjustments, and Due Date, and methods by which to pay - mail, phone, and online. Global and Selected Patient Notes will also be present. #### Subsequent Pages Subsequent Statement Pages will offer a breakdown of each claim line, including DOS, CPT and Description, Charge, Insurance Payment, Patient Payment thus far, Adjustment Amounts, and the Patient Balance. Image *** ### Generating and Sending Statements 1. **Navigate** - Select the **Send Statements** page from the **Patient** drop-down menu. Image 2. **Configure Settings (Optional)** - To add Global Notes to statements, automate text/email statements, and update the DBA listed on statements, refer to the toolbar in the upper-right: Image * **Global Notes** - Add a note that will appear at the top of all statements (must be active/starred at the time you send) * **Automated Statement Reminders** - Turn on Text/Email Bots. See [Text/Email Bot](/articles/textemail-bot) for more information * **Settings** - Set the practice's DBA/Name that appears on statements in Statement Settings, under the General tab, you can enter the DBA in the text-bar below 3. **Apply Patient Payments (Lightning Bot)** - This will apply unapplied Patient Payments to outstanding balances. If you DO NOT want to apply payments, click **NEXT** to skip. **Lightning Bot will:** * Find unapplied patient payments * Apply all copays to matching DOS only (copays collected on a Superbill that has yet to be Settled will be reserved) * For all other unapplied payments, match DOS and apply * Apply any remainder to the oldest balances Image Image 4. **Generate a Statement List** - Set the filters to narrow down who will be on the statement list. Default settings: * Balances greater than \$10 * Haven't received a statement (of the types selected) in a month * Statement Type * Statement Due Date - Due in 30 Days * Color-Coded statements Image ### Color Coded Statements for Aging Statements that are Color Coded for Aging will present as follows: * **First Statement** - Green highlights The statement's highlights are in green - the text remains black and gray. * **Second Statement** - Yellow highlights The statement's highlights are in yellow - the text remains black and gray. * **Subsequent, Pre-Collections, and Collections Statements** - Red highlights The statement's highlights are in red - the text remains black and gray. 5. **Review the List and Select Recipients** - On the list, you can review the balance, the color of the next statement, and the number of statements already received since their last payment. Image **Delivery options:** * **MAIL** - Physical mailed statement * **EMAIL** - Requires [Online Payments](/articles/activate-online-payments) activation * **TEXT** - Requires [Online Payments](/articles/activate-online-payments) activation The icons for PHONE/EMAIL indicate if you have contact info on record. Patients without phone/email cannot receive text/email statements. > Additional features: > > * View patient **UNAPPLIED** payments in a sortable column > * Click **NO STATEMENT** to see patients NOT receiving statements (statements blocked) Elation Billing does not initiate statement delivery automatically. Staff must manually send statements from the patient profile. > Image > > 6. **Select Recipients** - Click **Select All**, or hold **CTRL** and click multiple patients to select or unselect them. Once all are selected, click **Send Statements**. If you have a large batch of statements, it may take a few minutes to process. Patient Last Mailed Statement Dates aren't updated until mailing is confirmed. *** ### What a Patient Receives #### Mail See the [Example Statement](#example-statement) section above for mailed statement examples. #### Email Emails will be sent from [no\_reply@email.billing.elationemr.com](mailto:no_reply@email.billing.elationemr.com): Image By selecting **VIEW STATEMENT**, patients are redirected to ElationPay.com. #### Text Patients will receive: -> **Thank you for your visit to \[Practice]. Please click on the link below to make a payment. \[ElationPay link]** *** ### Online Patient Payments Make sure to [Activate Online Payments](/articles/activate-online-payments) before sending email or text statements. Patients can pay online at [ElationPay.com](https://billing.elationemr.com/pay.html) - this site is provided on the Statement itself, as well as linked in Email/Text statements. #### ElationPay.com When navigating to ElationPay.com, patients will see: Image The Patient Account Number/Payment Code is present when navigating from text/email statements, and is also on the mailed statement: Image #### Viewing Balance and Making Payments The patient can click any date to view that statement. After determining a Payment Amount, they select **Pay Now** to proceed to the payment page: Image *** ### Managing Individual Patient Statements On a patient profile page, click **Statements** to: * View previous statements * Mail a one-off statement * Edit the statement counter manually Image Image #### How to Update/Reset Statement Counter Image ## Related Articles * [Activate Online Payments](/articles/activate-online-payments) * [Text/Email Bot](/articles/textemail-bot) * [Posting a Payment in Elation Billing](/articles/posting-a-payment-in-elation-billing)