Billing and Receivables > Handling Billing Statements > Printing Billing Statements

Printing Monthly Billing Statements

To print monthly billing statements:

1. Select Reports > Accounting > Statements > Paper > Monthly. The Output Options window is displayed.

2. Select the output option and click OK. The Billing Run Setup window is displayed.

3. Select the starting and ending names to include in the report using the drop-down lists in the Start and End fields.

4. Select from the following options:

5. To include billing statement information for accounts that contain a specific user code:Type the code in the Include field.

6. To exclude billing statement information for accounts that contain a specific user code:Type the code in the Exclude field.

• Accounts that have been referred to a collection agency, are inactive, involved in a legal case, or have been flagged for exclusion are not included in the billing statement results. The C, I, L, and N user codes are displayed in the Exclude field by default.

• To apply a different billing charge to the billing statements:Type the information in the appropriate fields.

• To apply a different finance charge to the billing statements:Type the information in the appropriate fields.

• To itemize transactions for a specific number of days:Type the number of days in the Itemize transactions for the last _ days field. The default value is 45.

• To send statements only to patients who owe more than a certain amount:Type the minimum amount in the Send for Amount due greater than or equal to field. The default value is $0.01.

• To include a message in the billing statement results:Type the message in the Message field.

• To generate billing statements only for a specific provider:Select the provider identification number from the Doctors section. By default, billing statements are generated for all providers.

5. Click OK.

Related Job Aid:
Running Billing Statements