Producing a Statement of Accounts
It is sometimes easier to show a patient their payment history as a statement. This will show a chronologic list of invoices and payments for the patient over a time period.
In the patient’s Accounts tab, select the Statement of Account button at the top. This allows you to enter a date range fir transactions and gives you the option to email or print the resulting statement.
Pressing the Envelope button will take you to the patient’s Correspondence tab and open a new email to the patient with the statement attached.
Pressing the Printer button will print the statement as shown on screen.
An example statement of account:
- Bad Debts
- Changing Payment Details
- Changing and Deleting Invoices
- Deleting a Payment
- Editing Charged Treatment
- Printing or Emailing an Invoice/Receipt
- Processing Payments
- Producing an Invoice
- Refunding a Patient
- Taking a Deposit Payment