How to Print a Patient Billing Statement

To print a patient billing statement:

1. From the Patient tab, click Financials > Ledger.
2. Under Actions, click Print Billing Statement.  
   OR
   From the Location tab, select Financial > Accounts Receivable. Select a patient in the list and then click Print Billing Statement. 
   The Statement Print Options window is displayed.
   
3. Under Print Statement as, select Individual Statements or Group Statement.
   Note: See How to Print a Group Billing Statement for more information.
4. Use the Include Transaction History to select a range for the statement. 
5. Select a Statement Due Date (number of days from the statement date).
6. Select a Service Date Sort Order.
7. Select whether to include the Current Due or Patient Due amounts.
8. Enter a Statement Message to appear on the statement. 
9. Click Print. A .pdf file for the statement is displayed in the lower-left of the window.   

Billing Statements with Payment Plans

Patients that have active payment plans have additional information included on their billing statement. The active payment plans are listed along with the amount remaining for the plan as well as the amount that is expected to be paid by the billing statement due date. 

The Pay By [Date] at the top of the statement also includes the amount that is expected by the due date. In these cases, this amount is the payment plan payment amount that is due rather than the total balance amount. This amount adjusts if the patient pays ahead on their plan or if they close the plan, etc. 

Payments are made against payment plans from the patient ledger. See How to Post Charges and Payments From the Patient Ledger and How to Create a Payment Plan for more information. 

Orthodontic Patient Statements

Statements for Ortho-enabled practices are based on the Current Balance due for the billing period instead of the Total Balance amount that reflects the entire unpaid amount of the contract since patients are only responsible for portions of their total balance as they complete treatment (i.e., downpayments, monthly charges, etc.). 

Additionally, orthodontic statements include the Remaining Contract Balance for any open and active contracts as well as the Total Balance in the Notes section.

Some orthodontic contract transactions only contribute to the total balance but are still included in the transaction history in the statements. This applies to the initial orthodontic contract charge and any initial contract discount that is posted at the time of contract activation. Since these transactions are based on the Current Balance, they are displayed as $0.00 or blank when included (based on filtering).

For additional clarity, the initial orthodontic contract charge in the transaction history of the billing statement includes a [(Value) to Total Bal] indicator, and any discounts include a [-(Value) From Total Bal] indicator. 

See How to Work With the Patient Ledger for more information.

Patient Statement with Multiple Responsible Parties

If a patient has multiple Responsible Parties in the Patient Record, the patient statement is addressed to the Responsible Party who has the Guarantor indicator (green star) selected.

If the patient is a minor, the statement is addressed with Patient Name c/o RP-Guarantor.

For more information, see What is the Recommended Envelope for Mail Statements from Sensei Cloud?