Performing End-of-Month Procedures > Printing Patient Statements

Printing Statements

To print monthly statements:

1. On the toolbar, click . The Batch Billing Statements window is displayed.

2. Enter the selection criteria and options for the statement batch.

3. Set the options and sort order.

4. In the Statement Messages field, enter any messages to print on the statements.

5. Click Generate. The Review Statements window is displayed with the list of statements for this batch.

You can right-click statements in this window to perform the following actions:

• Open Patient

• Preview Statement

• Remove from batch

• Include in batch

You can also add a note to the statement using the Statement Note field.

6. To preview the printed statement, click next to the statement you want to preview.

6. Click Print.

7. When a statement is printed for one or more patients, you can update the Statement History in the Ledger window.