Generating Single Statements

When generating single Statements, there are a few options. Each option is generated via the Statement dropdown in the Account Module toolbar.

See below for a description of each and how to generate.

Note:
  • Payment plan info will show in a separate grid on each bill/statement.
  • The internal statement sheet is designed to fit in #10 envelopes. To customize statement layout, see Customizing a Statement Using Sheets.

Full Statement

Description: Shows the account history for all family members (procedures, payments, expected patient portion due, insurance estimates, and scheduled appointments). The billing patient is always the guarantor of the account.

How to generate:

Walkout Statement

Description: Shows the account history for the selected patient only (procedures, expected patient portion due, insurance estimate, balance, and scheduled appointments). It does not include payment options.

How to generate: Click the Statement dropdown, then Walkout to send it directly to the default printer.

Limited Statement

Description: Only shows transactions associated to selected procedures (any procedures, adjustments, claim payments, patient payments). If no procedures are selected, only transactions associated with procedures completed today, for the selected patient, will show. The statement will not include aging or payment plan information. The total due, insurance estimate, and balance information is based on the items in the statement only.

How to generate:

  1. Select the procedures to show on the statement.
  2. Click the Statement dropdown, then Limited. Select the statement options. See Statement Window for details about each field.
  3. Click View to preview the statement and edit any custom Sheet Elements.
    • Click Print to send it to the default printer.
    • Click Pat Portal to send the statement to the patient portal.
    • Click Email to send a PDF version of the limited statement to the selected patient.
    • Click OK to save the statement to the patient's account without printing or emailing it.

    Note: Only printing and emailing statements will save changes to custom sheet elements.

More Options

Description: Select specific options for the statement.

How to generate:

  1. Click the Statement dropdown, then More Options.
  2. Select the statement options. See Statement window for details about each field.
  3. Click View to preview the statement and edit any custom sheet elements.
    • Click Print to send it to the default printer.
    • Click Pat Portal to send the statement to the patient portal.
    • Click Email to send a PDF version of the statement to the selected patient.
    • Click OK to save the statement to the patient's account without printing or emailing it.

    Note: Only printing and emailing statements will save changes to custom sheet elements.