The Statement History contains details of the amount due for payment from the patient. This statement is generated and sent to the patient to remit the due payment. It includes information such as DOS, procedures and the related charges, details of insurance payments received against the lines billed to the patient and also details of Copay, Deductible etc.


1. Search for the patient by entering the Last Name, First Name, Home Phone, MR# or DOB.

Double click on the patient name form the list to open the Patient Information page. Click on the Statement History button to view the Patient Statement Summary Report.


2. Click on the Excel excel icon icon to export this Statement History to Excel.

3. Click on the Statement Number link to view the Patient Statement in pdf format.



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