How to Place Selected Patient Statements on Hold

How to Place Selected Patient Statements on Hold

Below are the steps to place a selected patient statement on hold.

In Billing Manager, select the patient and click the ellipsis (...) to edit the Patient account information.

Select the Statements tab.

In the Hold Statement section, select a Reason for Holding Statements from the dropdown list:

If the patient account contains any credit balances, check the Patient Has Credit Balance box.

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