Statement Window

Individual statements for patients or families can be created from the Account Module.

In the Account Module toolbar, click the Statement dropdown.

Statement button: Click to immediately print the default statement to the default printer. Statement shows all transactions within the number of days set in Billing Defaults or, the date range entered in the Account Module, Show tab. Set the default Statement sheet in Sheet Def Defaults.

Walkout: Immediately print a Walkout Statement which does not include payment options. Displays information for the selected patient (procedures, payments, adjustments, etc.) from today's date only.

Email: Generate a PDF attached to an Email Message. The subject and body are automatically filled in based on Billing Defaults, but can be edited before sending.

Receipt: Immediately print a Receipt with today's payments. Set the default Receipt sheet in Sheet Def Defaults.

Invoice: Select procedures, then click to generate an Invoice. Set the default Invoice sheet in Sheet Def Defaults.

Limited: Select procedures, pay plan debits, patient payments, insurance payments, or adjustments, then click to generate a Limited Statement. Set the default Limited sheet in Sheet Def Defaults.

Limited (Custom): Displays the Limited Statement Select window.

More Options: Displays the Statement window to allows users to customize a statement prior to printing or sending.

Statement Window

Alternatively, this window also opens when a user double-clicks a bill or clicks Edit Selected from the Billing List. A read-only window also opens when a user double-clicks an existing statement, invoice, or receipt.

Below is a description of all options that might show on the window. Not all options show for all statement types, and not all options can be modified.

Note: By default, statements for a family only displays patients with a status of Patient unless Single patient only or Intermingle family members is checked (unless a balance is due).

Buttons at Bottom

These buttons display at the bottom of the Statement window.

Note: Printed and emailed statements are automatically saved as PDFs in the patient's Account Module. PDFs are also saved in Imaging Module to the Image Category assigned Statement Usage. If no Image Category is assigned, PDFs are saved to the first Image Category in the list. Generated statements can be reprinted or viewed at a later time.