Statements 

Statements are either printed individually from the Account module, or are part of a batch Billing process.  At the top of the Account module, click Statement, or use the dropdown menu on the Statement buttton for more options:

Normally, you do not have to change any of the options, but you can if you want. The date range section has a start date and an end date. The only purpose of the buttons below them is to allow you to enter dates more quickly. If either of the dates are blank, it's the same as not putting a limit on the date range. So if both dates are blank, then all procedures will show.

The sent checkbox will be checked automatically once the statement is printed or e-mailed.  It can also be changed manually.  The Intermingle family members option causes all patients in the family to be intermingled into one grid instead of each having their own grid.  There are two kinds of notes.  The bold note will show in bold red at both the top and bottom of the statement.

When printing individual statements, there is not a way to set a default note or dunning messages.  But if you set up your Quick Paste Notes properly, you can fill in a variety of notes in this box using only 2 keystrokes each (? + single letter abbreviation).   Default notes and dunning messages can also easily be set as part of the batch Billing process.

The Walkout option from the dropdown list in the Account module is a fast way to change a variety of setting and print all with one click. Both date fields get set to today's date so that only today's procedures will show, the single atient option is selected, hide payment options is unchecked, and then it automatically prints and closes.

A pdf (Adobe Acrobat) of a statement is always saved when printing or e-mailing.  This archived pdf can later be viewed or reprinted.

The statement printout looks similar to this:

You can see that the statement includes a section for each family member as well as a total section at the top with the expected patient portion due. The credit card information will only print on the statement if that option is selected in the Main Menu under Setup | Miscellaneous. From there, the date due range can also be changed and you can set it to use chart number or patient number as the account number.

The statement is designed to be printed on standard perforated billing paper and to fit inside a standard window envelope. Envelopes and billing paper may be ordered from many companies. We have found FormSource to have good service and reliability. Their number is1-800-553-3676.