Viewing and Printing Statements

  • You cannot print a statement for a patient if the patient does not have an open balance or if the patient has a bad address, the Send Statement check box is not selected, or the Sent to Collection check box is selected. For more information on selecting and clearing the Bad Addr, Send Statement, and Sent to Collection check boxes, see Recording Patient Information and Recording Patient Information.
  • Statements viewed and printed from the Patient Ledger window display 30 days of details by default. To display more details, enter the number of days that you want displayed in detail on your statements in the Display # days from period end field in the System Preferences window (Statements tab). For more information on setting up statement preferences, see To set up statement preferences.
  1. Open a patient’s ledger. For more information on opening a patient’s ledger, go to Opening a Patient’s Ledger.
  2. Click Statement.

    The Statement of Account opens.

    Click the Print icon to print the statement or click the Export icon to export the statement to another destination.