What is the primary purpose of patient statements?

• A. To inform insurance eligibility
• B. To communicate charges and balances
• C. To schedule appointments
• D. To store treatment plans

Answer: (B)

The primary purpose of a patient statement is to communicate charges and the current balance to the patient. It clearly shows what services were provided, what the insurance paid, any adjustments, and the amount still due. It also includes payment instructions and due dates to guide the patient on how to settle the bill, supporting timely payment and overall account management. While statements may contain reminders or contact details, they are not meant to verify insurance eligibility, schedule appointments, or store treatment plans, which are handled through other processes or documents.