Managing Your Practice

Preparing and Printing Statements

PracticeWorks provides many ways to customize the process of preparing and sending statements. The office-wide defaults determine the billing cycle, what to include on the statements, and how late charges are calculated. You can also define messages to print on the statements when the account meets specific criteria.

See Setting Office-Wide Statement Defaults for instructions on setting up statements for your practice.

To prepare and print statements:

1. Select File > Print > Statements > Prepare statement run... The first time you perform this function, PracticeWorks displays a message to remind you that once the statements are prepared, they cannot be undone.

2. Click Yes. If this is the first time you are running your statements, you are required to contact a technical support representative for an authorization code. The code request is displayed.

3. Enter the authorization number and click OK. A status box is displayed while statements are prepared.  When the statements are ready to print, a message is displayed.

4. Click OK. The statements are added to the Statement Queue.

5. From the File menu, select Print > Statements > View statement queue. The Statement Queue window is displayed.

6. Click one of the following buttons:

• Print all unprinted Prints statements that were not previously printed.

• Print this statement Prints the highlighted statement.

• View clipboard Accesses the selected patient’s Clipboard.

• Print from here Prints all the statements in the list from the selected statement onward.

• Remove this statement Removes the highlighted statement from the queue. You are prompted for confirmation.

• Remove all statements Removes all statements from the queue. A Warning dialog box is displayed to confirm this action.

7. Click Close. The total number of statements in the statement queue is displayed at the bottom of the window.

Related Topics

Setting Up Statements and Messages

Setting Office-Wide Statement Defaults

Setting Up Electronic Statements