Sensei Cloud enables you to print one billing statement for a guarantor, for all the associated patient accounts.
To print a group billing statement:
- From the Patient Ledger, select the Guarantor For or Guaranteed By option. Transactions are listed for all the patients on the account for the associated guarantor.
- Under Actions, select Print Billing Statement. The Statement Print Options window is displayed.
- Select Group Statement, and then enter the additional options.
- Click Print. A statement is generated that includes all the transactions listed on the tab.
Orthodontic Group Statements
Group billing statements for Ortho-enabled practices are based on the Current Balance due for the billing period instead of the total balance. The Current Balance is the sum of procedures that are currently charged to the patient's ledger, while the Total Balance is the entire unpaid amount of the contract.
Group orthodontic statements also include the Remaining Contract Balance and Total Balance in the Notes section. The Remaining Contract Balance balance is the sum of all guaranteed patients' open and active contracts.
For more information, see How to Print a Patient Billing Statement and How to Work With the Patient Ledger.
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