Generating the Patient Statements Report

The Patient Statements Report allows you to print outstanding patient balance statements for orders recorded during the selected time period.

You can print patient statements in either summary or detailed format, depending on your Patient Statements preferences set in Administration. Detailed format allows for customization and provides additional information, including Patient Uncovered Balances from Billing Adjustments. Using the detailed format also allows you to download the report to a CSV file for uploading to the TriZetto Provider Solutions Patient Exchange.

The statements default to summary format. See Setting Up Patient Statements and Statement Notifications for information on changing your Patient Statements preferences.

If you have a multi-location practice, you can generate patient statements for multiple offices at the same time after business hours, depending on your time zone, as follows:

  • Pacfiic: 4:00 pm to 6:00 am

  • Mountain: 5:00 pm to 6:00 am

  • Central: 6:00 pm to 7:00 am

  • Eastern: 7:00 pm to 8:00 am

Limiting statement generation to one office at a time improves system performance.

  1. Click Reporting and select Standard Reports.
  2. Click Patient Reports.
  3. Click Patient Statements.

  4. If you are printing in detailed format, type the Date From to print, or select a date from the calendar.

  5. Enter the Cut Off Date to print, or select a date from the calendar.

  6. Select one or more Office(s) to include on the report. See the note above for hours when statements for multiple offices can be printed.

  7. Perform one of the following:
    • To print or export the report as PDF or Excel, click Generate Report.

      The report opens in a new window.

    • To download a CSV version of the report that you can upload to TriZetto, click Download Report as CSV.
      • Download Report as CSV is available only if you are using detailed patient statements.
      • If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
      • To mail individual patient statements, use 4 1/8 x 9 1/2 inch, #10 security double-window envelopes. Note that window size and placement may vary among envelope brands.