Click the Account button in the top toolbar. Then search for the patient or company.
Select the Statement tab to view that person’s statement of accounts.
View a statement with details for the Current Month, the last 3 Months or for All dates.
You can manually adjust the opening and closing dates for the statement using the drop-down calendars.
In the Message section, enter any text that you want to print on the statement.
Print the statement or click on Preview to bring up a separate window, where you can save the statement as a PDF or Email it.
To determine the type of details that statements contain, select the View sub tab.
- Select Allocations to see details of how payments have been allocated.
- Select Itemised Invoices to see the individual items within the invoices (patient and service details).
- Select credits, corrections, reversals and bad debts as required.
To arrange your statement by groups (pivot table), select Group by. Click on the appropriate column header and drag it into the space as indicated.
To undo the grouping, click on the heading and drag it away from the grey space.