Print Multiple Patients' Statements

The following instructions are to print statements for multiple patients. 

Instructions

1. Access Accounting > Invoices.
2. Select Active in the Status field.
3. Click Authorized in the Approval field.
4. Select Patient in the Payer Type field. 
5. Input information into the Invoice Date fields (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.
8. In the Actions dropdown menu, select Print Statements.
9. In the Print Statements modal, customize your printed statements with the options available.
10. Click 'Print.' 

Additional Information

• If you do not want to send statements with a zero balance and/or credit balance, sort the list (after step #6 above) by clicking the column header for Balance. The system will list all credit balance and zero balance invoices at the top of the list. 
• If the Actions menu is not available for use, it is likely you have selected a checkbox of an invoice that is in Pending status. Only authorized invoices are produced into a statement (step #3 above should alleviate this as an issue). 
• Many printers are not able to handle a print request in excess of 100 items.