Automated Statements Tab

To access the Automated Statements tab:

Select Functions > Maintenance/Set-up > Statement Options from the menu bar.
In the Statement Options window, click the Automated Statements tab. The Statement Options — Automated Statements Tab window is displayed.

On the Automated Statements tab, select from the following options:

Include Estimated Insurance Amounts

Select this option to include estimated insurance amounts on the statement.
Include Ledger Data
Select this option to include ledger entries for each patient since the last time a statement was generated for the account. When generating statements, you can select to include all ledger detail since the last statement or a specific date.

If Include Ledger Data is not selected, no ledger activity is included. If this option is selected, the following options become available and enable you to specify what information is included in the ledger section of the statement:
- Include Patient Last Name in Ledger Detail
- Include Patient/Insurance amounts in Ledger Detail
- Include Procedure codes in Ledger Detail
- Include Tooth/Surface in Ledger Detail
- Include Treatment Doctor in Ledger Detail
Include Patient Name, Number and Amount Due

Select this option to include all patient names, account numbers, and the amount due.
Make checks Payable To

Select this option to include a Make Checks Payable To: line on the statement. If you select this option, the field below the option becomes active. Click in the field and type the name to which payments should be made.

If you have selected Express Bill as your clearinghouse, use the Test button to transmit test data to ensure that automated statements are installed correctly. For additional information on using automated statements, contact your support representative.

Related Topics

Setting Up Statement Options