Custom Message for an Individual Patient's Statement

The following instructions are to include a custom message on an individual patient's statement.

Instructions

1. Access Accounting > Invoices > search for the invoice. 
2. Click the checkbox beside the invoice. Note: The invoice must be Authorized to print a statement. 
3. In the Actions dropdown menu, select Print Statements.
4. • Format: Click either PDF or XML.
   • Due Date: Do not update this field.
   • Message: Select the message from the dropdown menu, or do not change from the Custom option and input the statement message.
   • Mark as printed: Check or uncheck as appropriate and update the date field if necessary. In the Print Statements modal.
   • See Example
5. Click 'Print.'