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The Outsource Statement Preview Report should be run and reviewed by the business office staff before statements are run to ensure a statement should be sent for each account listed in that cycle. The Outsource Statement Preview report provides a means to monitor all accounts that will be receiving a statement prior to the statements ever printing. This report will give facilities the ability to print a list of accounts that will be receiving First Time Statements, Cycle or Guarantor Statements, Long-Term Statements and Collection Letters for the Cycle Code specified.

 

The Outsource Statement Preview report was designed for facilities that are using TruBridge and is now recommended for all facilities.

 

Before running this report, the A/R Weekly File Build and the Sort by Zip Code must be completed.