Printing a Statement

You can print a patient’s statement at any time, reflecting the most current information for the account.

To print a patient’s current statement:

  1. In any of the Financial Functions windows, select Reports > Statement > Statement for Today. The Generate Statement message is displayed, stating that a statement will be generated using existing information and that the next time a statement is generated for this account, it will include activity starting after this point.

  2. Click Yes. The Generate a Statement window is displayed.

  3. In the Office section, select the appropriate office address, if necessary, and click OK. The View Statement window is displayed.

  4. Select File > Print Statement to print the statement.

 

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