Managing Your Practice > Using the PracticeWorks eServices
To prepare and send statements to the eServices clearinghouse:
From the File menu, select Print > Statements > Prepare statement Run. A status box is displayed to indicate that the statements are being prepared.
Do NOT check the Begin printing when done option for electronic statements.
When the statements are ready to be printed, a message is displayed.
Click OK. The statements are added to the Statement Queue.
From the File menu, select Print > Statements > View statement queue... The Statement Queue window is displayed.
Select Send electronically and click OK.
Browse through the statement queue to verify the statements to send. To remove any statement you do not want to send electronically, select it and click Remove this statement.
When you are ready to submit the statements, click Send all statements. You are prompted to Submit electronically or Send to the printer.
Select Submit electronically and click OK. Your computer connects and transmits the statement batch.