To generate monthly statements click the Statements button on the Home ribbon bar.
From the Statements tab a statement can be generated for a single patient or for multiple patients.
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The patient search window will allow for searching for a single patient to generate a single statement
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The "Include Installment Fees Until" pull down will allow for generating a statement that includes future installment fees. For example, if you wanted to generate statements on the 28th of the current month for the next month, use the pull down and select the 1st of the next month.
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The "Get Statements" button will search the database and list all patients who need a statement using the date parameter provided.
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The "Export to MS Access" button is used to generate statements in a specific format for integration with mailing distribution.
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The "Print All" button will allow for printing of all statements that are currently in the list.
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The "Statements Created" button will post a record that the statement was printed to the ledger of all patients in the list.
Statement Creation Process
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Determine if statements are needed for a single patient or multiple patients
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If it is a single patient use the "Patient" search button to search for the patient.
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If it is for multiple patients then leave the "Patient" search blank
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Use the "Include Installment Fees Until" date drop down to select the date that you want to include installment fees for.
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Click the "Print All" button and review statements
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Click the "Statements Created" button and confirm Yes to posting all the statements to patient ledgers.