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

Email: Generates PDF attached to an Email Message. The subject and body are automatically filled in based on Billing Defaults, but can be edited before sending. Regular email is not a secure method of sending statements (PHI). By default, emails are sent using the default address for the patient's assigned Clinic. If Clinics are not enabled (or the patient's assigned clinic does not have a default email), the Default email in Email setup used. To change the From address, click the Email button to change the From address from the preview.

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

Invoice: Shows Invoice with selected procedures, usually for foreign countries. Set the default Invoice sheet in Sheet Def Defaults.

Limited: Shows transactions associated with selected procedures, pay plan debits, patient payments, insurance payments, and adjustments. See Limited Statement for details. Set the default Limited sheet in Sheet Def Defaults.

Limited (Custom): Displays the Limited Statement Select window. See Limited Statement for details.

More Options: Shows the window below to let users customize a statement prior to printing or sending.

Alternatively, this window also opens when a user double-clicks a bill or clicks Edit Selected from the Bills List (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

Delete: Deletes Statement. If current user does not have the Image DeletePermission, any copy saved in Image Folder will not be deleted.

Print: Sends to the default printer. The statement is designed to be printed on standard perforated billing paper and to fit inside a standard window envelope.
If the statement is marked as sent, this button will open the statement in PDF.

Email: Open the Email window, with a PDF version of the statement, receipt, or invoice attached. The default email message will be used.

Pat Portal: Send the statement to the patient's portal. In order to do so, the following criteria must be met:

If criteria is met, a message will give users an option to notify the patient via email that the statement is available:

View: Preview the statement, receipt, or invoice. Clicking view will open the Fill Sheet window for additional options. Edit any custom Sheet Field Types then Print or Email to save the changes.

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.