Knowledge Base Knowledge Base Billing Manager Statements & Collections

            Printing Patient Statements

            Here are the steps for printing patient statements:

            From the Today screen ~ Double click on the Pending Statement bucket
            From the list of patients to the right, double click one of the patient names
            Click on the Claim - Final tab ~ Click on the Print Statement button in the top right corner.
            Two options will appear at the bottom of the print preview window SELECT the  "print full current stmt, and update patient stmt record"
            Then click the Print button
            Make sure your statement has printed, if not you can print from the PDF that popped up also.

            Now you have printed your statement and updated the patient history screen as well as the status of the balance into the "billed to patient" bucket as well as notated the Patient transaction history screen.

            Updated: 03 Aug 2017 11:49 AM
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