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:
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.
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.