Billing Statement

Overview

This article shows how to create a printable /faxable billing statement.

Details

1. To generate a printable, faxable billing statement for a patient account from the Billing History, start by expanding the Billing block in the patient's chart:

 2. Then click on Print Statement in the upper right-hand corner. Transactions will be displayed in chronological order for the specified (editable) period of time.

Note that it is possible for the patient account to have available (unallocated) credits as well as unpaid charges, in which case the total amount that the statement shows is due (or overdue) would be greater than the account balance. The account balance could even be positive if unallocated credits exceed unpaid charges.

Bulk Billing Statements:

To create bulk billing statements for multiple patients at once, please see Aging A/R Report and Creating Bulk Statements