The purpose of this SOP is to provide the guidelines on how to send documentation requested by the patients to their mailing address
OSG printer (Sending Patient Documentation to Mailing Address)
Overview
The purpose of this SOP is to provide the guidelines on how to send documentation requested by the patients to their mailing address.
Allowed Documents to be mailed.
• Patient Ledger (Patient Balance Detail)
• Payment Receipt
• Itemization of Charges
1. Identify and confirm what document needs to be sent by regular mail to the patient.
2. Confirm that the mailing address on file is accurate. If not, please update it.
3. Print the document as a PDF, and save it in your desktop using the following name format
| Document Type | Document Name Format | Document Name Example |
| Patient Statement | KareoID_PatientID_PS | 12345_6789_PS |
| Patient Ledger (Patient Balance Detail) | KareoID_PatientID_PL | 12345_6789_PL |
| Payment Receipt | KareoID_PatientID_PR | 12345_6789_PR |
| Billing Records | KareoID_PatientID_BR | 12345_6789_BR |
4. A cover letter is required. This cover letter should include the practice’s name and address, (exactly as shown in the practice’s information in the PM) and the patient’s full name and mailing address. You will find below the allowed template for this cover letter and an example of how it
should look like (Please download and open both documents from the PDF application, and not from the browser)
5. Save the cover letter in your desktop as a PDF using the following name format:
| Document Type | Document Name Format | Document Name Example |
| Patient Statement | KareoID_PatientID_PS_CL | 12345_6789_PS_CL |
| Patient Ledger (Patient Balance Detail) | KareoID_PatientID_PL_CL | 12345_6789_PL_CL |
| Payment Receipt | KareoID_PatientID_PR_CL | 12345_6789_PR_CL |
| Billing Records | KareoID_PatientID_BR_CL | 12345_6789_BR_CL |
PFS2 Mailbox (link below):