Generating statements

Statements provide a detailed financial summary for patients. They include a breakdown of debits and credits, showing payments and invoiced for both the patient and the payor. 

You can generate statements for certain date ranges and customize the information included to ensure accurate billing records. 


Here's how to generate a statement: 

1) Navigate to the patient record. Select the Transactions tab and then to Statements

 

2) Select your date range, type (invoices, payments, or both), and payors (patient, insurance, or both). 

3) Click Generate to generate the statement, 

4) At the top of the statement you will see a summary of patient and payor total invoiced and payment amounts. Below you will find line items of each invoice and payment amount. 

 

5) Click the Print button to print the statement! 

Was this article helpful?

Have more questions? Contact us