Page Comparison

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1. You can selectively click the check boxes for the patients to include in this batch, or click the top header check box to 'Select All' patients. You can also manage them individually.

2. To manage statements individually, click on the three dots under the action column. Here you can:

   1. Generate/Print Statement- To print out

   2. Generate/Email Statement- Will email to the email on file

   3. Remove- Will remove the statement temporarily from the list

   4. Preview- Will allow user to view the statement

   5. Add Addressee- This will allow use to put in a new addressee into the filed. Once an addressee is entered a red envelope will appear by the patient's name.

   6. Add Note- Can add a note onto the patient's statement

3. To manage statements in bulk you will select a few or all. Then you can select the bulk actions at the top

   1. Icon Remove- Will temporarily remove the patient's from the list

   2. icon PreivewIcon Preview- will allow user to preview the statements

   3. icon add note- will allow user to add the same note on all the statements generated

   4. icon generate- will allow you to select to print or email statements.

      1. When emailed will email the email on file. Those with no email will stay on list to be printed.

4. To edit patient information click on the patient’s name.

5. To edit or view the patient accounting, click on the Patient Balance Amount

To Edit Addressee

1. Click on three dots under action column

2. Click Addressee

3. Edit information

4. Select Use This Address to overwrite the patient's name or deselect to remove the addressee from the statement.

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1. Select Radio button labeled Previously Generated Statements

2. Optional: Change the From and To date. Will already have a default of last 30 days

3. Optional: Select Provider

4. Optional: Search for patient

5. Click search.

6. You can then manage the previously generated statements individually or in bulk.

7. To manage individually you will select the three dots under action and you can select:

   1. Reprint Statement

   2. Email Statement (only available if client has an email on file)

8. To manage the statements in bulk you can select all check boxes or individually and next to the bulk actions you can

   1. Icon print- You can either reprint statements or print a list

   2. Icon email statements again.

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1. 1. .

To generate a statement for one date of service in Patient Accounts

• If a need arises where you just need a single DOS to appear on a statement you can do this in Patient Accounting. Here you will click on the encounter details and to the right of the charge click on the 3 up and down dots. This will now allow you to click Preview Statement and will generate a statement for you.

To generate a statement for multiple dates in patient accounts for one patient.

• If you need to select multiple dates of service to appear on the statements, you can do so by going to the Bulk Action Menu.

• You will next click on Preview Statement

• Select the dates you wish to appear

• Click Preview Statement.