How the Statement and Reconcile Features Work

At the end of each month (or your chosen billing period), you can use the Statement and Reconcile tools in Practice Jewel to manage your third-party billing process efficiently:

  1. Generate a Statement

    • Go to the Statement section in Practice Jewel and click Create.

    • This action creates:

      • A summary printout for your records.

      • An individual Statement for each patient included in that billing period.

  2. Reconcile the Payments

    • Navigate to the Reconcile page.

    • You’ll see a list of all individual claims tied to the Statement you just created.

    • As payments come in from the insurance company, click the $ icon next to each claim to mark it as paid.

    • Once a payment is marked, the claim will disappear from the Reconcile list, indicating that it’s been successfully reconciled.

This built-in workflow ensures that your payments are tracked and accounted for, helping you stay organized and get paid accurately for all submitted claims.