Submit your Statements from Eaglesoft
Click here to view Billing Statement Pricing.
Submitting your Statements from Eaglesoft – 4 mins
Get Set Up for Statements
STEP 1
Install or Update JETT File Uploader Plugin
If your version is below Version 25.11, update your plugin by visiting your Downloads page. The JETT Plugin is required on all computers where users initiate sending transactions, not on your practice server.
To Find your JETT Plugin Version
1. Right click on the JETT Plugin icon on your desktop or taskbar
2. Select “About”
3. Locate your JETT Plugin version in the “Product Version” section
By connecting the JETT Plugin, patient data will automatically flow into Vyne Trellis, eliminating manual entry.
4. Choose Statements in Installation Options when prompted to opt in for Billing Statements.
STEP 2
Configure your Electronic Statements eService Account
1. Click File & Preferences
2. Select the eService Tab and choose Electronic Statements from the Service Dropdown
3. Update the Account Number and Password to ‘Vyne’
4. Click Save
STEP 3
Manage your Billing Statements settings in Vyne Trellis
Changes made to Statement Settings must be made before submitting statements. After saving, all updates will apply to future submitted statements.
1. Click on the Settings wheel on the Billing Statements
Available settings:
2. Include a QR code and online payment link on printed statements allowing users the option immediately pay online (requires Vyne Payments)
3. Send a text/email payment request in addition to your paper statement
4. Ask patients to pay electronically before mailing a statement. Choose a delay of 1-7 days (default is 3 days). If the full balance isn’t paid within that timeframe, the statement will automatically be mailed.
5. Automatically Send PMS Statements – statements sent from your PMS will be automatically processed and mailed without requiring manual review or approval.
6. Include the CVV field option on printed statements
7. Receive an email notification if unsent statements are pending approval for more than a time period that you set.
8. Select/De-select Card Types accepted by your office
9. Override the address that is printed and mailed on your billing statements
Click Save to apply changes to future submitted patient billing statements.
Send your Statements from Eaglesoft
STEP 1
Access the Statement Queue through the Statement Wizard or via Activities > Statement Queue
1. Access the Statement Queue through the Statement Wizard or via Activities > Statement Queue
2. Checkmark the Statements you want to send, choose Send Electronically
3. Click Process. Your Billing Statements will then be sent for printing/mailing
For more details on the Statement Wizard, visit the Eaglesoft article.
STEP 2
Open Vyne Trellis and click on Billing Statements in the left sidebar
Click on Billing Statements (1) to view all current Statement and Files.
By default, your statements will appear in the “Unsent” tab. NOTE: If you have enabled the “Automatically Send PMS Statements” setting, statements sent from your PMS will be automatically processed and mailed without requiring manual review or approval.
2. If you have Unsent Billing Statements in your queue, select the statements you want to send
3. Click the “Approve & Send” button to send your selected Statements
4. All sent Billing Statements will appear in the Sent tab
5. Your Sent tab gives you a detailed status of all sent billing statements
6. The Delivery Status column lets you know at what stage of the process your billing statements are in. If you have enabled Delayed Mail Delivery, you’ll also see what statements have been paid electronically (saving the cost of mailing).
7. Delayed Mail Delivery ON/OFF indicates whether Delayed Mail Delivery is enabled. When turned on, patients have the number of days you select (1-7 days; default 3 days) to pay electronically before a statement is mailed.
What Do Statements Look Like?
Do More With Billing Statements
Bring together billing statements with payment options such as QR codes and pay-by-links to pay online.
Integrate Billing Statements & Payments – 4 mins
Accelerate Your Payments Now!
Start accepting online payments from your Billing Statements to see faster payment resolution. Enhance convenience for your patients and efficiency for your practice by providing easy, real-time payment options.
Getting Started is easy:
- Enroll for Vyne Trellis Payments
- Enable online payments in your Billing Statement settings
