Patient Statement Listing
Use the Patient Statement Listing to determine which patients were sent statements for a specific month. This also includes information about the amount billed to the patient, whether the patient is on a payment plan, and the date/amount of the patient's most recent payment. If the patient was seen at multiple locations, we recommend running the report for All Locations to get an accurate reflection of Patient Statement information for that patient.
- Open the Billing menu and select Patient Statement Listing.
- Use the Month drop-down to designate the desired month. Change other drop-downs as needed. Click Search.
- All patients that received a statement in the selected month for the selected locations will appear in this list, which can be exported or printed for further analysis.