Getting Started > Setting Up Statements and Messages

Defining Statement Messages

PracticeWorks provides several messages that print on your statements. These messages are already set up, so you can use them as they are or you can edit them.

The types of statement messages are:

• Amount Due and Date Messages  If you check Print amount due and date in the Office Wide Statement Setup window, a message prints for the current amount due, the amount past due, or the partial amount past due, depending on the status of the account.

• Account Age Messages  If you check Print account age message in the Office Wide Statement Setup window, one of these messages prints, depending on the status of the account.

• Regular Insurance Summary Messages  These messages describe the status of insurance claims that are a part of the statement. There is a message for every claim status, such as submitted but not paid or already paid, and for the type of coverage, such as primary or secondary.

• Ortho Contract Insurance Summary Message  These messages appear on statements for procedures connected to orthodontic contract claims only, but summarize the insurance claims status in the same way as regular insurance summary messages.

To view and edit statement messages:

1. From the File menu, select Preferences > Statement messages, and then select the type of message you want to view.
   
   The messages on the left contain a variation of the same message, and the angle brackets contain variables. A variable is a value that changes from statement to statement, depending on the details of the account. The panes on the right display the variables you can use when you edit the text of the message.

2. Click inside the message you want to edit, and type or change the message.

3. To insert a variable from the right, click the insertion point in the message, and double-click the variable that you want to insert.

• Do not edit a variable after inserting it into the message. If you accidentally alter it, delete all the variable’s characters and insert it again. Do not press Enter at the end of a line of text unless you want to force a new line in the message. The system wraps the words automatically.

4. Click OK.

Related Topics

Setting Up Statements and Messages

Defining Other Messages

Defining Postcard Messages

Setting Office-Wide Statement Defaults

Setting Recall Defaults