Batch Print Payment Plan Statements

Follow the steps below to batch print payment plan statements. 

1. Select Patient > Statement Batch Print.

2. Enter your Search Criteria or Load a Search Filter.

   1. Fill in the Type option to filter Payment Plan Statement(s) in your search.

   2. Use the Payment Plan Balance drop-down menu to filter statements based on the payment plan balance.

   3. Use the Statement Times Printed drop-down menu to filter patients based on the number of times a statement has been printed. 

   4. Use the Days Since Last Statement drop-down menu to filter patients based on the age of the statement.

   5. Use the Days Until Next Installment drop-down menu to filter patients based on when their next installment is due.

   6. Check the box next to Include overdue payment plans you wish to include in your search.

3. Click the Search button.

4. Optional: Click on the icon to edit your search criteria.

5. You’re able to interact with the search results by right-clicking on a row.

   1. Copy: Copies the statement information to your clipboard.

   2. Open Patient: Opens the patient associated to the selected statement.

6. Place a check in the box next to the Patient Name(s) you wish to print/preview. 

7. Click the Preview button to view the statement content before generating activity. 

8. Once ready to print, click the Print button. 

   This will update the statement information and add an activity line to the patient’s account which will record the statement was printed, so that printed statements are not batched again.

   1. Select the type of Statement you want to print/preview by clicking on Enhanced Statement or Plain Text Statement. 

   2. A new tab with a print dialog window will open, select Print again. 

9. After Printing a Statement the following right-click options become available.

   1. Delete Activity for all previously printed statements: Removes the memo line for all sent statements from the patient's activity page stating a statement has been sent. This is typically used if a statement was printed or sent in error.

   2. Reprint all previously printed statements: Reprints all of the statements that have been printed for this patient. 

   3. Delete Activity for this statement only: Removes the memo line for this sent statement from the patient's activity page stating a statement has been sent. This is typically used if a statement was printed or sent in error.

   4. Reprint this statements only: Reprint the statements that have been printed for this patient.

10. Click Close. 

    Once printed the check box will be replaced by a printer symbol that will mark it as “printed.” One or more statements previously printed can be reprinted by right-clicking on the print icon.