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.
Invoke Patient Menu from the Billing Menus to search the 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 into the patient’s demographics.
Invoke the patient Statement History tab from the patient demographics.
Enter the date range for the statement generated and click on Search button to view the statement history.
Click on the Statement # link from the list to view the patient statement generated in PDF format.