How to Print an Itemized Statement for a Patient

This can be useful if a patient needs to file insurance directly and they need CPT codes and Diagnosis codes.

1. From the Patient Chart, navigate to the "Billing Account" screen

2. Click on the "Payment Ledger" tab

3. Enter the dates you need to include for the statement

4. Check the box for "Include Codes" Not checking this will only show the payments made by the patient

5. Click "Search" and the you can use the "Print" button to print and provide to the patient