Working with Reports > Creating Financial Reports > Generating and Printing Statements

Viewing/Printing Generated Statements

To view or print generated statements:

1. Click Restart or View Generated Statements from the first View Generated Statements window. The View Generated Statements window is displayed with additional options.

2. To print statements that were generated prior to the last statement generation, select Generated on and use the drop-down list to select the statement run from those in the list.

Since responsible parties can only be in one batch at a time (the latest), using a previous statement run does not necessarily display all of the accounts that were generated on that date. The only accounts that display in a previous statement run are those which have not been generated in a later batch.

To print all statements generated since a specific date, select Generated since, enter the date, and press Enter. The software recalculates the numbers in the Printable and Errors fields. You can then click Print to print the selected statements.

3. Select from the following statement types.

   • To view printed statements, select Printed.

   • To view unprinted statements, select Unprinted.

   • To view statements with errors, select Errors.

   • To view statements removed from the list, select Removed.

A list of generated statements is displayed.

The Status column contains four options.

The Responsible Party and ZipCode headers display in blue. One of these headers is displayed in boldface type, indicating the sort order that was chosen when the statements were generated. To change the sort order, click the header.

4. Do not change the sort order when you restart printing.

4. Use the buttons at the bottom of the window to perform additional functions.

   • Send—Click to transmit automated statements.

   • Remove—Prevent selected statements from printing by removing them from the list. To restore a statement removed in error, select the Removed option at the top of the window. The statement that was removed is displayed in the list with the Remove icon in the Status column. Select the statement and click Restore to add the statement to the list.

   • Print—Click to display the print menu.

     • Print List of Generated Statements—Prints a list of statements that have been generated. If you have deselected any of the options (Printed, Unprinted, Errors, or Removed) those statements are not included in the list.
       TIP:Keep the list produced by the Print List of Generated Statements option until the following month if patients frequently say they did not receive a statement. You can print this list if you transmit your statements electronically.

     • Print Post-Generation Summary—Prints the same report that was available after statements are generated, which includes the selection criteria, number of statements generated, errors, and the amount billed. If you choose not to print it at that time, it can be printed from this window. Use plain paper for this report.

     • Print All Unprinted Statements in List—Prints all statements that have a blank status. If using statement forms, make sure the printer is loaded.

     • Print all Statements from Highlighted Name Forward—Prints all statements, printed or unprinted, in the list. If this is not a restart, be sure that the first name in the list is selected. If using statement forms, make sure the printer is loaded.

     • Close—Click to close the window without printing.

      

      

Related Topics

Generating and Printing Statements

Statement Exception Report

Generate Statements

Print/View Statements

Correcting Errors After Generating Statements

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Multiple Office Examples