Issuing Patient Statements

Overview

How to Issue patient statements

To view the full list of patient statements, follow these steps:

Go to: Chevron Menu (<<) → Billing → Patient Statements.

Two options will appear at the top: Active Patients and All Patients.

• Active Patients: This option displays a list of active patients who made payments using cash or insurance payment options.
• All Patients: This option includes a list of both active and inactive patients.

The patient statement will show details for each patient, including:

• Last appointment date and time
• Any upcoming appointment date and time
• The last statement updated the date and time
• Last payment amount
• The last payment posted date
• Statement balance
• Last updated date and time

Click on the Download button to preview a specific patient statement. The statement will be downloaded in PDF format.

You can then view the downloaded statement.

The statement will include details such as the date of service, provider, procedure, charge, adjustment, insurance paid, patient paid, and balance due.