Print Statement(s) for One Patient

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

Instructions

Print Single Statement

1. Access Patients > search for and open a patient > Account.
2. Select Active or Paid in the Status field.
3. Select Patient in the Payer Type field.
4. Click 'Search.'
5. Click the printer icon for the line item you want to print. Note: The statement opens in a new tab. 

Print Multiple Statements

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

Additional Information

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