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.

Statement of Account Button

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.

Print or Email Buttons

An example statement of account:

Example Statement