Print Statement for One Patient

The following instructions are to print a statement for one patient. 

Instructions

1. Access Patients > search for and open a patient > Account.
2. Select Active or Paid in the Status field.
3. Select Patient in the Payor Type field.
4. Click 'Search.'
5. Select the invoice by clicking in the checkbox.
6. Click 'Print Statements.'
7. In the Print Statements modal, customize your printed statements with the options available.
8. Click 'Print Statements.'

Additional Information

• This feature is generally used when patients request their yearly payments for tax purposes or to determine their outstanding account balance.