Working with Charges and Payments
If you print and mail your statements, you can print individual statements or one billing statement for a guarantor that includes all of the associated patient accounts.
To print a group billing statement:
On the Patient Ledger, select the Guarantor For or Guaranteed By option. Transactions are listed for all the patients on the account for the associated guarantor.
Under Actions, select Print Billing Statement. The Statement Print Options window is displayed.
Indicate the amount of transaction history to include.
Set the Set Statement Due Date field to a specified number of days from the statement date.
In the Amount Due field, select Patient Due to use the amounts in the Patient Due column or Current Due to use the amounts in Current Due column.
Note: These calculations may differ for practices using Ortho Contracts.
Enter an optional Statement Message to be displayed on all statements in the batch.
Click Print. A message informs you that you will be notified when the process is complete. Click X to close the message. When the batch is complete, a message with a link is displayed.
Click the Download Billing Statements link to open a new tab with your statements to be printed and mailed.