Generate a patient statement

Description:

This guide reviews how to generate patient statements using the widget.

Applies To:

TheraOffice Customers

Steps:

1. In your Clinic Navigator, find the "Patient Statements - Generate Widget."

2. Open it up by double-clicking the widget or hitting the "Maximize" button in the upper right-hand corner.

3. In the next screen, you will see all of your visits in the software set to "Ready to Bill."

4. You can use the Filter tab to narrow down your choices, and then click "Add Visits to Statements" to begin the Statement Generation process.

5. After clicking "Add Visits to Statements", choose a Due Date for the statements and click OK. It is recommended you choose "Due Upon Receipt," as it immediately begins the aging process

6. After clicking OK, the box should close and your visits are generated and ready to be printed.