Customizing a Statement Using Sheets

Statements, Invoices, and Receipts can be customized by setting up a Sheet with a Statement type. If enabled, the same custom sheet will be used for all statements, invoices, and receipts, with only the title and relevant information changing depending on which document is generated.

Enable the Preference

To use a custom sheet for all statements, invoices, and receipts, enable the preference in Account Module Preferences.

  1. In the Main Menu, click Setup, Account, Misc Account.
  2. Check the option Statements use Sheets.

The custom statement sheet listed first alphabetically in Sheets setup will be used. For example, if there are two custom statements named Custom Statement and Walkout Statement, Custom Statement will be used because it comes first alphabetically. If there is no custom statement, the internal sheet will be used.

Uncheck the preference to use the classic statement format instead.

Set up a Statement Sheet

  1. In the main menu, click Setup, Sheets.
  2. Copy a sheet or create a new one.
    • Highlight the internal Statement sheet and click Copy. Then double click the custom statement.
    • Click New and create a new sheet with a Statement type.
    • Double click an existing custom statement to edit it.
    • Highlight an existing custom statement then click Duplicate to copy it.
  3. Change the sheet as needed.

Below is an example of a custom statement.

There are additional options that are only available for sheets with a Statement type. A few are described below.

Grids: There are five grids that can be added to a sheet.

Payment Options: When adding Static Text Fields, there is an additional 'Is Payment Options' checkbox. When checked, this designates the field for inclusion when payment information is included in a statement, invoice, or receipt. The checkbox 'Hide payment options' on the Statement window determines if payment information is included or not.

Output Text Fields: The fields below are especially useful for statements, invoices, and receipts. Also see Sheets: Output Text Fields.

billingAddress: The guarantor's entire address as entered on the Edit Patient Information window. Patient vs guarantor name is determined by how the bill is generated. If via the Billing List, the guarantor name shows.

invoicePaymentLabel: This output field is labeled Payments in the sheet or Payments & WriteOffs if the Account Module preference, Invoices' payments grid shows write-offs is checked.

invoicePaymentValue: This output field displays the payment amount. This is the sum of all the payments in the Patient Account grid, whether or not the payments are attached to a procedure. If the Account Module preference, Invoices' payments grid shows write-offs is checked, the procedure write-off will be included in this value.

invoiceTotalLabel: This output field is labeled Balance Remaining in the sheet.

invoiceTotalValue: This output field displays the balance remaining amount. This is the sum of the charges minus the sum of the payments.

invoicePayPlanLabel: This output field is labeled Pay Plan Charges in the sheet.

invoicePayPlanValue: This output field displays the payment plan debit amount.

returnAddress: The practice address, or if using clinics, the clinic address.

statementReceiptInvoice: This field determines the title of the document based on how it is generated.

statementIsCopy: If printing a copy of an invoice the word COPY will be printed on the sheet.

statementIsReceipt: Only shows when printing receipts. The field will show KEEP THIS RECEIPT FOR INCOME TAX PURPOSES.

statementURL: Include a URL patients can use to access the online payment interface (e.g. http://www.patientview.com/statement/CyVue8). Online payments must already be enabled and set up. Online Patient Payments

statementShortURL: Include a short version of the URL patients can use to access the online payment interface (e.g. http://od.ag/s/CyVue8). Online payments must already be enabled and set up.

ProviderLegendAUS: This output field only works for users in Australia, with language settings set to English-Australia. Adds a legend to the statement that shows all non-hidden providers.