Overview
Check out the interactive video below to learn how to generate statements in desktop.
The Client Statement is a report that summarizes the current status of a patient’s account, including all paid and unpaid fees. Statements can be printed individually when receiving a payment or in bulk for mailing to clients. Each line on the statement represents one or more transactions linked to a specific session or billable event (for example, a single line might include a copay, an insurance payment, and a self-pay from the client).
Required Permissions and Prerequisites
This article is in reference to our Desktop application
Please refer to our article on How to View Statements to learn more
How to Generate Client Statements
Watch this interactive walkthrough to see step-by-step instructions for generating patient statements.