This session demonstrates how to use the Statement Preview Worklist in the TruBridge EHR alongside the Self‑Pay Module (SPM) in RCM to streamline account review and reduce billing errors. Attendees will see how the worklist enables staff to review accounts before balances move to patient responsibility, helping identify posting errors or non‑billable denials before statements are generated. The session will also cover how to activate the worklist, incorporate it into SPM workflows, and maintain consistent review processes to keep claims and statements moving efficiently