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.   

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.