1. Within Accounting, select the Patient Billing Manager option.

2. Click Generate Statements.

3. A pop-up window will display. Select Add Visits to determine which statements to generate.

  • Due Date: Choose when aging should begin.
  • Specific Date: Click the drop down to choose the date aging should begin. This allows the patient additional days until their statement is due.
  • Upon Receipt: Aging will begin the day the statement is generated.

4. This will populate the Statement Items window. Enter the appropriate criteria and select Search. Then select OK.

  • Patient Status: This option will search for any visits with the listed patient's bill status. The default is Bill or Complete.
  • Visit Dates: Searches for any visits which are between a date range.
  • Patient: Searches for any visits by the patient's name regardless of the visit date or billing status.
  • Facility: Searches only within the specified facility.
  • Visits with Balance: Searches for any visits which only have a balance, thus eliminating the generation of statements which have no balance.

5. Check verify that the patients listed when you search are the patients you would like to generate a statement for. Then, click OK.