The Statement History contains a list of patient statements generated for the selected patient. A patient statement presents the details of the due amount such as statement date, charges billed, amount paid by insurance, amount paid by patient, adjusted amount, balance, generation date and time, etc. All generated patient statements are displayed in the Statement History tab.
Select Patient from the main menu to search for a patient. Patient search can be done using Patient Last Name, First Name, Patient Insurance, SSN, Home Phone, MR# or DOB (Date of Birth) .
Select the appropriate Patient from the search result and go to the patient’s demographics.
Invoke the patient Statement History tab from the patient demographics.
By default, all the statements generated to date will be displayed. To narrow down the search results, enter the date range for the statement generated or the statement # and click on Search button. Onto the right of each statement, there is a button that opens the ‘Void Statement’ option. Select this option in order to remove a statement from the list. All void statements will be shown in Red.
Click on the Statement # link from the list to view the patient statement generated in PDF format.