Batch Send Electronic Statements

Important Note: You must have the In-App Credit Card processing and the Patient Payment Portal features enabled and configured in order to use electronic statements.  For more information on turning these services on, please visit our Manage In-Application Credit Card Processing and Manage your Patient Payment Portal Help Articles.

Follow the steps below to send electronic statements in a batch.

  1. Select Patient > Statement Batch Print.

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

    1. Use the Type option to select which statement types are included in your search results. 

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

    3. Use the Days Since Last Statement drop-down menu and populate a number to filter your search for patients based on the age of the statement(s).

    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. Use the Statements to send options to select Electronic Statements.

  3. Click the Search button. 

  4. 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.
  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 with the selected statement.

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

  7. Once ready to send, click thebutton. 

    This will update the statement information and add an activity line to the patient's account which will record that the statement was sent electronically (electronic statement count). 

  8. Click Continue.