Select the Legal Entity, Last Name, First Name, Case#, Due Amount From, Due Amount To, Patient last name between, number of days since payment has not been received, number of times the statement has been generated.

Sort the results by using the Sort By option and also exclude patients on account by selecting the option for the same.

There are three main options to generate patient statement.

  1. As On Date –  The As on Date option is auto selected when Patient Statement screen is launched and the date is defaulted to the current date. This date can be manually changed as per the requirement.

    Use the As On Date option to generate statements for all patient charges up until a particular date.
  2. DOS Range – This option can be used to generate statement(s) for a particular date or for a date range.
  3. Aging Bucket– Use this option to generate statement for charges falling into certain aging period.

Select the required statements from the list and then click on Generate PDF.