Patients
Patient statements
Statements that explain the balance and make it easy to pay. Generate patient statements from posted balances, review them as staff, and include a secure pay link. Payment plans and schedules have a foundation in the engagement layer. Patients don't pay balances they don't understand. What ships here includes statement generation from posted balances; staff preview. Used day to day by accountant, biller, supervisor roles, with availability marked available. Open the sample screen on the right, then walk the steps below — or book a demo and put your hand on the same flow with synthetic data.
Cedar Family Medicine
Hi Sam, here's your balance.
Visit on Sep 2 · after insurance
$20.00
- Charged$180.00
- Insurance paid−$112.00
- Plan discount−$48.00
Secure checkout by Stripe
What it is
Generate patient statements from posted balances, review them as staff, and include a secure pay link. Payment plans and schedules have a foundation in the engagement layer.
The problem it solves
Patients don't pay balances they don't understand. Confusing statements turn into phone calls, and phone calls turn into write-offs.
Process
How it works, step by step
- 1
Balance becomes a statement
Patient responsibility from posting turns into a statement.
- 2
Staff review
See exactly what the patient will see before it goes out.
- 3
Share the pay link
Each statement carries a secure link to pay online.
- 4
Track the outcome
Payments land back in the ledger automatically.
What's included
Everything below is part of patient statements today.
- Statement generation from posted balances
- Staff preview
- Secure pay links
- Patient portal access
- Payment plan foundation
- Payments recorded back to the ledger
The guardrail
Statements only show what has been posted. Nothing is estimated behind the patient's back.
Where it fits: patient payment workflow
Patients pay what they understand, through the channel they already use. This workflow is designed around that.
- Money moves
- MEDBIX
- Clearinghouse / payer
- 1
Balance & statement generated
Money movesFrom posted patient responsibility.
- 2
Statement + portal / pay link
MEDBIXStaff preview; patient magic link.
- 3
Optional SMS reminder
Clearinghouse / payerOpt-out respected.
- 4
Stripe Checkout → payment recorded
Money movesPosted back to the ledger.
Audience
Who uses it
These roles work with this feature day to day. Access always follows what your admin assigns.
Works closely with
Deep dive
What Patient Statements means in daily ops.
Practical context for Patient Statements: how teams use it, where it sits in the loop, and what to ask in a demo.
- Tied to how billing work actually splits
- Clear on human vs machine responsibility
- Links into related MEDBIX areas
Practice
Where this shows up on a busy day.
From morning eligibility checks to end-of-day posting, Patient Statements connects to the queues your team already lives in.
- Morning coverage and claim build
- Midday scrub and approval
- Afternoon denials and patient pay
Control
Keep a person on the send button.
Whatever page you're on, MEDBIX keeps AI in a propose role. Approvals, posting and rule activation stay human.
- Named approvals
- Visible AI proposals
- Immutable audit trail
Next
See Patient Statements against your volume
Bring your payer mix and the friction you feel today. We'll map it onto sample data in thirty minutes.
- Sample data only
- Your questions drive the agenda
- Written follow-up after
Common questions
Are recurring payment plans live?
Plans and schedules have a foundation. Recurring automatic card charges aren't live yet; pay links are.
Can we customize statements?
Let's look at your current statements together on a demo.
Do patients need an account?
No. They use a secure link or the magic-link portal.
Want to walk MEDBIX against your real claim mix?
Thirty minutes with sample data. We'll follow one claim through the gate, then talk about your payers, practices and where the rework hurts today.
Notes from the billing floor
Occasional, practical writing on denials, A/R and running a billing company. No spam, unsubscribe any time.