Statement Related Reports

Click on a link below to learn more about a specific Payment related report!

• Paper Statements Summary V2
• Paper Statements Forwarded
• Paper Statements Undeliverable

Paper Statements Summary V2

This report can be used to review a high level summary of paper statement activity for the provider.

The Paper Statements Summary V2 report includes the following default fields:

1. Date (date statements are generated)
2. Rule Name (“Provider name + Paper Statement” - this is configurable per provider during implementation)
3. Statements Prepared (# of statements Flywire planned to send that day before any filtering and suppression)
4. Paperless filtered (# statements not sent due to paperless subscription)
5. Suppressed (# statements suppressed based on a number of reasons - see next slide)
6. Undelivered (# of undelivered statements as a result of NIXIE/NCOA reports that Flywire receives back from their paper vendor)
7. Statements Sent  (# accounts who were sent paper statements in the mail)

What causes a statement to be "Suppressed"?

Statements can be suppressed for a number of reasons, including but not limited to:

• "Bill status"
• "Bill negative balance"
• "Manual_suppression"
• "Account status"
• "Bill without charges"
• "Dunning code"
• "Forced bill suppression"
• "Payable min standing amount"
• "Empty guarantor name"
• "Blacklist dunning code"

*To dive deeper into why statements have been suppressed, run the Paper Statement Suppression report for the same date range*

Who typically uses this report and why?

•  User profile: Operations and Business team users
  • Why: To identify overall trends in paper statement suppression and delivery. 
  • How: Focusing on the ‘Suppressed’ and ‘Undeliverable’ columns in the report, then running the Paper Statement Suppression report and/or the Paper Statements Undeliverable report to identify possible issues or fixes for statements. 
  • Helpful filters: Filter by Start and End date (to look at statements within a specific date range) and/or Practice (to show statements by Provider vs. the entire Health System)

How to run this report:

1. Log into the Staff Experience
2. Click the Reports tab
3. Select the Paper Statements Summary V2 report from the Report dropdown
4. Set your filters, such as your date range
5. Click Run Report
6. Click View or Download to view the report in the Action section

Paper Statements Forwarded

Users can use this report to review a list of accounts that had statements forwarded to another address.

The Paper Statements Forwarded report includes the following default fields:

Who typically uses this report and why?

• User profile:Operations and Business team users
  • Why: To monitor why statements are not reaching their intended destination, and to make fixes to those addresses in the EHR, as needed.
  • How: Exporting to Excel and sorting by the Status column to focus on correcting accounts with specific error codes.
  • Helpful filters: Filter by Start and End date (to look at statements within a specific date range) and/or Practice (to show statements by Provider vs. the entire Health System)

How to run this report:

1. Log into the Staff Experience
2. Click the Reports tab
3. Select the Paper Statements Forwarded report from the Report dropdown
4. Set your filters, such as your date range
5. Click Run Report
6. Click View or Download to view the report in the Action section

Paper Statements Undeliverable

This report is used to review a summary of accounts with paper statements that were unable to be delivered to the address listed on the account in Flywire.

The Paper Statements Undeliverable report includes the following default fields:

• Provider Name
• Account # (Guarantor #)
• Encounter # (Visit ID)
• Update Date (Date provider received information about undeliverable mail)
  • This can happen some time after the statement was triggered. Keep in mind the time it takes to print, mail, and exceed delivery attempts before mail has been deemed "undeliverable".
• Original Name
• Original Address
• Status (<NIXIE or BADA code>, aka the reason why the mail was not delivered)
• File type (nixie (or) bada) - See more in the NIXIE and BADA Undeliverable Error Codes article
• File Name
• Mail Date (date statement was mailed)

Who typically uses this report and why?

• User profile: Operations and Business team users
  • Why: To monitor why statements are not reaching their intended destination, and to make fixes to those addresses, as needed.
  • How: Exporting to Excel and sorting by the Status column to focus on correcting accounts with specific error codes.
  • Helpful filters: Filter by Start and End date (to look at statements within a specific date range) and/or Practice (to show statements by Provider vs. the entire Health System)

How to run this report:

1. Log into the Staff Experience
2. Click the Reports tab
3. Select the Paper Statements Undeliverable report from the Report dropdown
4. Set your filters, such as your date range
5. Click Run Report
6. Click View or Download to view the report in the Action section