E-Statement Activation

Paperless statements (e-statements) are a simple and effective way to receive, manage, and keep records of patients' billing information online while reducing environmental impact.  

The e-statement flag is set with the "onlinestatementonly" parameter in the PUT and POST /patients/ API call.

Workflows for Digital Check-in

If the patient doesn't have an email address on record then the partner shouldn't display the e-statement opt in.  

If the patient has already opted into e-statements, the partner shouldn't display the opt-in option again. We ask that our partners not allow the patient to opt out of receiving e-statements through their application; instead, patients should use the patient portal to opt out of e-statements.

If the patient has an email address on record, is registered for a patient portal account, and the returned e-statement parameter status is false or null (not present), the partner’s application should display the e-statement opt-in question to the patient.  

If the patient has an email address on record, is not registered for a patient portal account, and the returned e-statement parameter status is false or null, then partners should display the e-statement opt-in in their UI. In this case the partner may want to surface the email address field again for double verification.

athenahealth does not recommend defaulting this question to "Yes"; rather the patient must explicitly opt in to receive e-statements.  

E-statements will be posted to the portal whether the patient has a portal account or not. The patient will still receive an email notification directing them to the portal to retrieve their statements. They can then manage their e-statement opt-in from within the portal if they want to change it.

The benefits of signing up include:

  • Receive, manage, and keep records of your billing information online
  • Reduce your environmental impact while optimizing security and convenience
  • Receive email notification the moment new statements are available

 

Recommended language:

"Paperless statements are a simple way to reduce your environmental impact. By selecting the option below, you allow your practice to cut down on paper and manage your billing online."

(Checkbox) Go paperless and receive your statements online

Was this information helpful? Yes | No What went wrong? Incomplete or incorrect information | Irrelevant Content | Others