Print Statement(s) for One Patient

The following instructions are to print a statement(s) 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 Payer Type field.
4. Click 'Search.'
5. Click the checkbox for the statement(s) you want to print.
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.' Note: The statement opens in a new tab. 

Additional Information

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