Batch Print Statements for outstanding charges

Follow the steps below to batch print statements.

  1. Select Patient > Statement Batch Print.

    1. Enter your Search Criteria or Load a Search Filter

    2. Use the Type option to select which statements types are included in your search results. 

    3. Use the Statement Amount drop-down menu to filter your search by a dollar amount. 

    4. Use the Statement Times Printed drop-down menu to filter your search for patients based on the age of the statement(s). 

    5. Use the Patient account Type drop-down menu to select the account type(s) to search for. 

    6. Place a check in the box to include all charges except Due Insurance in the search results. 

    7. Place a check in the box to Include all charges, including Paid in the search results.

    8. Place a check in the box to Separate Statements:

      1. By Provider: This patient will be sent separate statements when the charges included on the statement are associated with different providers.

      2. By Practice: The patient will be sent separate statements when the charges included on the statement are associated with different practices.

    9. Place a check in the the box to Show the patient's last payment in the search results.

    10. Place a check in the box for Do not include account credits on statement to remove credits on the patient's account and exclude them from being calculated in the Balance Due on the statement.

  2. Click the Search button. 

  3. Optional: Click  the icon to edit your search criteria.

    Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.
  4. You are able to copy the row's information by right-clicking on it.

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

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

  7. 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.

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

  9. Click Close.

  10. Once printed, the checkbox will be replaced by  a  icon that will mark it as “printed.”One or more superbills previously printed can be reprinted by right-clicking on the print icon.