Waystar: Omit Patient Statements

In Waystar, follow these steps to omit patient statements prior to mailing.
  1. Select the Print Services tab. The screen defaults to the Batches tab.
  2. Click Upload a New Batch. The Upload a New Document Batch box will display.
  3. Select the Hold for Review checkbox.
  4. Enter a name in the Batch Name field.
  5. Select Browse to locate the file to upload.
  6. Click Go.
  7. When the upload is complete, a pop-up displays the details of the batch. Select the click here link to return to the Batches tab.
  8. The batch will display "In Review" in the Status column when it is finished processing.
  9. Select the number in the Total Docs column. This opens the Documents screen and displays the documents uploaded under the batch.
  10. To omit an individual document, click Omit. The document's status will change from "In Review" to "Omitted."
  11. When finished omitting desired documents, select the Batches tab.
  12. To finish processing the batch, click Release.

Omit Multiple Documents Simultaneously

To mark multiple documents to be omitted simultaneously:
  1. Select the checkbox to the left of each document you want to omit. To select all documents, click Check All near the bottom of the page.
  2. Click Omit.
  3. When documents have been omitted, the Status column will change from "In Review" to "Omitted."

Documents Omitted by Mistake

If a document is omitted by mistake, the document can be reincluded in the batch prior to the batch being released. To reinclude a document:
  1. Click Include under the Action column next to the desired document.
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