PATIENT MANAGEMENT PROGRAM
Statements
Statements can be pulled:
1) individually from within the Patient Information Account Activity screen
2) individually while posting activity
3) grouped for related patients while posting activity
4) individually or grouped from the Report menu.
1) From within the Patient Information Account Activity screen click the Statement button. Determine the
start and end dates by clicking the down arrow under Date From and Date To. The Date from is defaulted
from the date selected under the Setup menu, Clinic Defaults.
Print transactions for specific practitioners only by check marking Include activity ONLY from these Doctors
and then checking the appropriate practitioners.
Use the default letterhead determined in Use Blank Paper or select another by clicking Choose. The option
Use Letterhead will print onto custom made pre-printed letterhead.
Choose to add a comment by typing directly into the Comments to print on statements field or select one
by double clicking onto the appropriate comment under Select a Comment. The comments are created
under the Setup menu, Statement Comments.
The Report Destination will send the statement:
to the Screen, this option will update the Last Statement Date. Uncheck the field Update Last
Statements Date if you do not want the date updated.
to the Printer, this option will update the Last Statement Date
Save to File will save the report
Export offers the ability to export to another format. See page → 97Error! Bookmark not defined..
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Reports