Setting Statement Preferences

To set statement preferences:

In the All Tables window, select Practice > Practice Preferences. The Practice Data Entry window is displayed.
Click the Statements tab. The Statements window is displayed.

In the Statement Aging section:
Dunning Message—Type the message to print on the billing statement according to the age of the balance.
Select Message by—Select Aging of Account or Date of Last Payment.

In the Billing Statements section:
Return Address by—Select a return payment address.
Do Not Show Ins Portion on Stmt—Bills the entire balance to the patient, regardless of payment responsibility.
Include History—Prints the transaction history on the statement.
Consolidate Guarantor Stmt—Prints all outstanding transactions on one statement for which the guarantor is responsible.
Min Cycle Billing Days—If you are using cycle billing, enter the minimum number of days since treatment for a patient to receive a statement.
Max Cycle Billing Days—If you are using cycle billing, enter the maximum number of days since the last statement for a patient to receive another statement.
Default Individual Statement Type—Select a format for printing individual statements.
Default Batch Statement Type—Select a format for printing batch statements.