Printing a Billing Statement After Posting the Final Insurance Payment

You can customize the software to prompt you to send a billing statement if there is no secondary insurance and a balance remains after posting a final insurance payment to the patient Transactions window.

To display a message that reminds you to generate a billing statement for a patient when the final insurance payment is received:

Select System > Change System Settings > Billing Statements. The Billing Statement Settings window is displayed.
Click Edit.
To display a message that prompts you to generate a billing statement when the final insurance payment for an account that has a remaining balance is posted, select Ask to send statement after final insurance payment.
Click OK. For more information, see Setting Billing Statement Defaults.
Click Close.