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Select The Filter/Criteria For Statements:
You have the ability to selectively change/edit the statement criteria that will filter the patients' to include in the batch. If no changes are made, the settings will show. You can also use the advance search to search for a specific patient.
Exclude UAC Option
If a patient's Unapplied Credit (UAC) exceeds their balance, the system will, by default, not trigger the patient for a statement. However, you can choose to exclude the UAC from the patient’s overall balance by selecting the ‘Exclude UAC’ option and clicking ‘Search’. This will prevent the UAC from being factored into the balance when determining whether a statement is needed.
To Generate The Statements:
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