You can generate a billing statement for a specific patient or account. You can then print and send that statement to the patient or guarantor.
To generate a billing statement
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
While viewing a patient's record, from the Patient menu, under Financial, clicktap Print Statements.
The Print Statements dialog box appears.
Set up the following options:
Statement Start Date
From Last Zero Balance - Select this option to include transactions that were entered on the account's ledger since the account last had a zero balance.
Other - Select this option to include transactions that were entered on the account's ledger since the date you enter. The current date is entered by default, but you can change the date.
Walkout (Today Only) - Select this option to include transactions that were entered on the account's ledger today.
Note: On the statement, a balance forward amount will appear for the account's balance up to the specified date.
Guarantor View - Select this option to include transactions for the current patient, all patients who have the same guarantor as the current patient, and the guarantor (if not the current patient).
Patient View - Select this option to include transactions for the current patient. This option is not available if the patient is the guarantor for only himself or herself (the Guarantor View option will be used).
Statement Message - Type a message that you want to have appear at the bottom of the statement.
Include credit card payment options - Select this check box to have credit card payment options appear on the statement.
Include due date as - Select this check box to have the specified date entered as the due date on the statement.
Note: You can choose a date that is 1 to 180 days in the future. However, industry consultants recommend that the due date be 30 days, which is the default.
A .pdf version of the statement, which you can print, appears.