Patient Statements

1. Click Billing

2. Click Patient Collections

3. For the first time, select all statements

4. Click Special Print

5. Change Collections category to 1st Invoice

6. Type a message to appear on the statements

7. Click Print

8. Screen will generate the statements

9. Click the Link button at top of the screen to download the zipped file

10. Download to a folder where you can find it

11. Click on the zip file and click on the PDF file name

12. Click print on the statement

13. Make sure you review the statements for accuracy before mailing them

14. The next time you print statements, use the Collection category to filter by 1st invoice name (click filter button next to that column) and click select all to print only those statements to send a second statement. 

15. Click Special Print and Select 2nd invoice as the Collection Category so you can track that this is a second statement.