Setting Statement Printing Preferences

To set billing statement printing preferences:

Select System > Change System Settings > Billing Statements. The Billing Statement Settings window is displayed.
Click Printer Preferences. The Printing Preferences window is displayed.
Select an option:
To print the practice name on statements, deselect Practice name is preprinted on statements.
To print 30-, 60-, and 90-day dunning messages for overdue accounts, select Print 30, 60, 90 day dunning messages. The message is determined by the oldest overdue amount on the account.

To print the insurance claim number, select Display Claim Number next to transactions involving insurance.
To print the running balance, select Display Running Balance.
To print the insurance claim status next to billing statement transactions, select Display "Waiting Ins" or "Ins Complete" next to transactions involving insurance.
To automatically post transaction code 103000 in the Transactions window, select Post a statement sent code to the account.
To print sent codes on statements, select Display statement sent codes on statements. Selecting this option gives the patient a record of the statements sent.
To print statements by zip code, select Print statements in zip code order (otherwise name order). Deselect the option to print statements alphabetically.
To print transaction code 103000.50 if the insurance balance is transferred to the account, select Show old Insurance Transfer Code (103000.50) on statements.
To print the usual and customary rate (UCR), walk-out statements, and treatment plans for DMO/HMO, select For DMO/HMO plans, show UCR on bills, walkouts, and treatment plans.
To consolidate distributed insurance check payments into a single line entry, select Make distributed insurance checks one entry on statement.

Type the number of days within which posted transactions are printed in the Show transactions for the last _ days field.
To specify the maximum number of pages to send when using Automated Statements, select Not to exceed and type the maximum number of pages to send.
To avoid the additional page charge for electronic statements, type 1 to minimize the number of statement pages sent to the clearinghouse.