Patient statements run on a monthly basis after your office has closed month-end. However, you are able to print a patient statement at any time.
Note: Demanding a statement will create an Account Note on the patient's account.
- From the patient’s account, open the Financial section, locate Demand Statement, and then click Create Report.
- The application allows you to specify a date range for your patient statement so that you can isolate specific Dates of Service to be included. To include all open charges, leave the default From and Thru dates.
- After you click Search, the patient’s statement displays.
Important: The Demand Statement is real-time, meaning the balance may be different from the month-end statement mailed to patients. This can be due to additional payments and adjustments applied to the account. You cannot reprint a month-end statement that was mailed to the patient.