Page Comparison

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

1. Click Bulk Action drop down dropdown and select Preview Statement

2. Select dates

3. Click Preview Statement.

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1. Generate Statement

2. A pop-up of the Statements tab will appear, displaying the selected patient, allowing you to efficiently manage their statement.

   1. You can add a note, change the settings, or add an addressee

3. Click Generate/Print Statement

4. Choose option: email, print, or send to MailMyStatements™ (if subscribed)

   1. To email a statement, the patient must have both the last four digits of their Social Security number and a valid email address on file.

5. Review statement and click ‘Confirm’

To View Generated Statements in Patient Accounting

Under the main options, you'll find 'Preview Generated Statements.' Selecting this will open a pop-up displaying all generated statements for the patient. From here, you can either reprint a statement or view a history of when statements were generated.

C. GENERATING & MANAGING PATIENT STATEMENTS IN BULK:

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