Print Statements

Most institutions choose to automate the printing/sending of statements, but you can print a statement for a single patient from the Treatment tab if necessary.

  1. Select a patient and open the Transactions module.
  2. Click the Treatment tab > Treatments or Planned sub-tab and review the listed planned or in process and completed treatments.
  3. Click Statement to display the Statements window.

  4. Complete the fields as necessary and click OK.
    5. Field Description
    From/To

    The date range defaults to the last 32 days.

    If necessary, you can select a custom starting date from the calendar drop-down.
    # of Copies

    The number of copies defaults to 1.

    If necessary, modify the value to indicate the number of copies required.

    Statement For

    Select a guarantor on this patient’s record from the drop-down.

    Note: This field only displays if the patient has a primary guarantor other than themselves or a secondary guarantor who is responsible for a payment plan.

    Printer / Text File

    Select a radio button to indicate if you want to print the statement or create a text file.
    Text File

    If enabled, click the ellipsis to set a name and path for the file.

    Note: This field is only enabled if the Text File radio button is selected.

    Report

    Note: If your institution has only one Statement report, this field does not display.

    Select the statement report that will print or be created from the drop-down.

    Attachment Report

    Note: This field only displays if your institution has multiple Statement reports and the Maintenance > System > System Options > Electronic Attachments window > Statements checkbox is selected.

    Select the statement report that will be attached as a patient attachment from the drop-down.

    Comments

    Next to each field, enter a comment manually or click the ellipsis to select a code from the Comment Codes window.
    Current / 30-60 / 60-90 / 90-120 / Over 120

    Next to each field, enter the message that will display on the Statement report for the collection of accounts receivable currently outstanding, 30-60 days outstanding, 60-90 days outstanding, 90-120 days outstanding, and over 120 days outstanding.