Tips & Tricks

Statement Options at a Glance

StatementPatient statements come in all different shapes and sizes and will contain different information depending on the option you select. This post will walk through the variety of options available for printing a statement for a patient, most with just a few clicks.

Walkout

Walkout statements will immediately print the account information for today. It is useful for patients who want a summary of today’s entries.

The walkout statement includes:

  • Total, insurance estimates, and total balance
  • Balance Forward
  • Completed Procedures for today
  • Associated Adjustments added today
  • Patient Payments made today
  • Claim Information sent today

In the Account Module, click the Statement dropdown, then Walkout.

walkoutDropDown

walkout

Email

An email statement is useful when a patient wants a full account history. When the email option is selected, the email window will open, and the statement will be attached as a PDF.
Important: Regular email is not a secure method of sending statements (PHI). 

Email statements include:

  • All account activity for the patient, not just today’s activity
  • Total, insurance estimates, and total balance
  • All completed procedures, adjustments, patient payments, insurance payments, and claim info
  • Credit card information is included in the upper right so patients can send payment information back to the office

In the Account Module, click the Statement dropdown, then Email.

emailDropdown

email

Receipt

The receipts option immediately prints today’s payment information and is useful for patients who want a receipt for payment made that day.

A receipt includes:

  • Total, insurance estimate, and total balance
  • Payments made today

In the Account Module, click the Statement dropdown, then Receipt.

receiptdropdown

receipt

Invoice

An Invoice only shows charges you specifically select from the Account. It is useful for patients wanting to know account information on specific procedures only.

An invoice shows:

  • Charges: procedures, payplan charges, and adjustments (These are the only items available to select.)
  • Displays the selected charges (procedures), adjustments, and the total
  • Displays an automatically generated Invoice Number

In the Accounts Module, first, highlight any procedures and associated adjustments you want to show on the invoice, then click the Statement dropdown, then Invoice.

limiteddropdown

In this example, we selected the completed procedures and associated adjustments.

invoice

Limited

Limited statements show only items associated with procedures you select. If no procedures are selected, all completed procedures from today are included. Limited statements include:

  • Selected procedures
  • Any item associated with the selected procedure, including payments, adjustments, claim information
  • Credit card information is included in the upper right so patients can send payment information back to the office
  • Total for the selected procedures, insurance estimates for the selected procedure, and total after insurance estimate.

In the Accounts Module, first, highlight the procedures in the Account, then click the Statement dropdown, then Limited.

actuallimiteddropdown

limited

In this example, we only selected D2393 as the procedure. An adjustment and payment were made on this procedure, so both also printed.

More Options

More Options will open a new window so you can customize the statement to match the patient’s needs.

In the Account Module, click the Statement dropdown, then More Options.

moreoptionsdrop

From here you can change the date range, add notes, add bold notes (shows in red bold text to note important information), choose whether to separate family members or intermingle them and more. See the Manual for more details on this window.

moreoptions


With many options available for printing patient statements, you can produce the information that fits your office and your patients. If you need help generating a statement, please contact us!

Want info on patient billing? Check out our post:  Monthly Patient Billing FAQs.

 

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