Changing the statement level path (or dunning level) is reserved for Flywire users in Manager or Supervisor roles. This should not be done frequently and it is a rare occurrence to do this for a patient.
Statement path level changes affect the provider’s revenue cycle, so this kind of adjustment should only be performed after a thorough manual review to assess and confirm that the patient has a change in the statement cycle.
Here’s how to do it:
1. Search for the patient on the Patient Search tab.
2. On the My Accounts tab, click Guarantor Actions.
Click Change Statement Cycle (if you do not see this option then you do not have the appropriate permissions to change a statement path).
4. This pulls up the Edit Statement Path Step screen, where you will see all important information around the patient and the statement. Here you can choose a new statement path step to update the bill in question.
5. Click on the Statement Path Step selector to view all possible options to choose from, and select the new statement path, or dunning level.
6. Click Continue
7. In the Confirmation screen, you have another chance to review the statement path changes before they are put into place.
8. If everything looks good, click Submit.
9. The Return Account Receipt screen will appear to let you know that the statement path change was successful. From here you can print a copy of this receipt or click Patient Home to return to the Patient Search screen.
A helpful Flywire tip!
Another way to confirm that you made the correct change to the statement level path is to pull up the patient account page and click on the Account Detail icon on the My Accounts tab.
Here you can scroll down and view Current Statement Path field value. This value will reflect the change to the statement level path that was just made.