Print statements from the Patient Billing Manager

1. Within the Patient Billing Manager tab, you will see 3 options under Print.

• Incremental Statements: Displays statements for a patient made within a specific date range. This type of statement is usually used when the patient is still being seen.
  • Includes the Due Date Range field and the option to search for a specific patient.

• Comprehensive Statements: Displays all statements that are pending for a patient. This type of statement is usually used when a patient is discharged.
  • Able to search by active patients only.

• Copay Statements: Displays all visits with a copay payment due.

• Detail Statements: Includes the CPT codes, their description, and additional payment information.
• Summary Statements: Includes the charges, payments, and balance.
  • NOTE: Any statements listed as a "Complete Patient Statement" in the title will display all visits listed on the statement, whether they have a balance or not. All other statements only print visits with a balance due.

2. Select the patients you wish to print a statement for and select OK.

3. This will populate the patient statement(s) to print. Click Print.