Generating Patient Statements
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Generating Corporate Account Statements
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How Can I Tell When a Patient Received a Statement Last
Go to Patient Chart -> Patient Info -> Patient Accounts and click on the "Statements" tab. You will see a grid with all the times statements were generated that included that patient. Important things to note: - Total Charges is the total balance reported to the patient on this statement - Created Date is th…
How to Add an Itemized bill to Patient Portal
First you will want to add ‘” Itemized Statements” as a new document type so you can attach these patient statements to the portal. You will do this by going to Admin à Lists à List item entry à and select “Document type” on the left-hand side of the screen. To add a new ‘Document type’ within this list scroll to t…
