Create XML Patients' Statements File

The following instructions are to create an XML patients' statements file.

Instructions

The practice has to have the appropriate practice preference enabled.

1. Access Admin > General > Practice Preferences > Additional Practice Preferences > Accounting.
2. Beside Statements Format, click 'XML.'
3. Click 'Save.'
4. Log out and log in to see the changes associated to the setting.

Create Statements File

1. Access Accounting > Invoices.
2. In the Status field, select Active.
3. In the Approval field, click 'Authorized.'
4. In the Payer Type field, select Patient.
5. In the Invoice Date fields, input data if needed.
6. Click 'Search.'
7. Select individual invoices by clicking in the checkbox, or, click the checkbox at the top of the column to select all invoices. Note: Click Balance to sort the list. Negative balances and zero balances display at the top of the column. 
8. In the Actions dropdown menu, select Print Statements. Note: If the Actions menu is not available for use, it is likely you missed step #3 above and subsequently check an invoice in Pending status.
9. In the Print Statements modal, customize your printed statements with the options available.
   • We recommend the message does not exceed 300 characters as some software's have character limits. e.g., TriZetto has a statement message character limit of 330.
10. Click 'Print.' Note: The action of clicking the Print button creates the XML file that is downloaded to your computer. Most computers place this file in the Download folder, however, verify with your IT department if changes have been made to your computer.