Apart from your monthly billing process, there are several other times you may need to provide a statement to your patient. This post will cover the following types of individual statements:

• Walk-Out
• Email
• Patient payments by date range, often used for tax purposes
• Receipt
• Invoice
• Limited
• More options

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.

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 because they contain Protected Health Information (PHI).  Consider using Secure Email instead.

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.

Patient Payments by Date Range

Patients may request this type of statement when filing their taxes. In most cases, they are looking for a statement showing the payments they made to you during the calendar year.

This can be done by selecting the following settings from the More Options window.

Only payments made by the patient in the date range will display.

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.

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.

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

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.

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.

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.

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.