Which document provides a summary of charges and payments for a patient?

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Prepare for the MindTap Medical Administrative Assistant Test. Use flashcards and multiple choice questions with hints and explanations. Enhance your readiness for the exam!

The document that provides a summary of charges and payments for a patient is a statement. This document is specifically designed to give patients a clear overview of their account activity, including what services have been rendered, the corresponding charges for those services, and any payments that have been made. It typically includes details such as the date of service, amounts billed, payments received, and any outstanding balances, allowing the patient to understand their financial obligations and the status of their account easily.

In contrast, an invoice generally serves as a request for payment for specific services rendered, without the comprehensive account history that a statement provides. A ledger is a more detailed record that tracks all financial transactions over time, used for accounting purposes rather than direct communication with the patient. The day sheet is a daily summary of activities in a healthcare facility, including patient visits and services, but it does not focus specifically on individual patient accounts.

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