The following instructions are to print a statement for one patient.
Instructions
- Access Patients > search for and open a patient > Account.
- Select Active or Paid in the Status field.
- Select Patient in the Payor Type field.
- Click 'Search.'
- Select the invoice by clicking in the checkbox.
- Click 'Print Statements.'
- In the Print Statements modal, customize your printed statements with the options available.
- 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.