Statements provide a detailed financial summary for patients. They include a breakdown of debits and credits, showing payments and invoiced for both the patient and the payor. 

You can generate statements for certain date ranges and customize the information included to ensure accurate billing records. 

Here's how to generate a statement: 

1) Navigate to the patient record. Select the Transactions tab and then to Statements. 

2) Select your date range, type (invoices, payments, or both), and payors (patient, insurance, or both). The date range will filter to purchases within that given range. 

You can also click All Time to generate a statement capturing every patient visit. 

3) Click Generate Statement to generate the statement given your selected filters.

4) At the top of the statement you will see a summary of the total invoiced, total posted payments, total write-off, and the remaining balance for the patient/payor (depending on which filter you selected). Below you will find line items of each invoice and payment amount. 

Here is a recap of the stats shown on the statement: 

Patient: 

• Total Invoiced: Patient Responsibility + any tax on the purchase
• Total Posted Payments: Total amount of patient payments that have been posted to a purchase
• Total Write-off: Total amount of the patient balance that has been written off 
• Responsibility Due: The patient's outstanding balance (calculated by subtracting payments and write-offs from the calculated Patient Responsibility)

Payor: 

• Total Invoiced: Billed Amount (for billable services) on the purchase
• Total Posted Payments: Total amount of payor payments that have been posted to a purchase
• Total Write-off: Total amount of payor balance that has been written off (likely the contractual adjustments)
• Total Balance: The payor's outstanding balance (once the invoice status is “Paid,” the balance will be $0 for that invoice). 

5. You can save and download the statement or print/email using the icons at the top! 

💡Helpful hints! 

Click “Save” on your Generate Statement to save the statement to view later. All saved statements will appear in the “Activity Log” at the bottom of your statment screen to give a comprehensive statement history for the patient. 

Enter a Due Date on the Statement! This will display the statement Due Date at the top of the page! 

Customize your Statement by excluding unnecessary line items! 

When selecting your filters, you can exclude all invoices that are fully paid to focus on only outstanding items! 

Additionally, you can hand pick which line items to exclude from the statement. Simple check the invoices you want to exclude (all payments associated with an excluded invoice will also be excluded.)