Configure Statement Design

The Edit Templates button is used to configure the design of the statements types. You are able to edit the wording of the statements, add your logo, and more!

  1. Select Customer Setup > Statements.

  2. Use the Practice  to Manage Statement Configuration for drop-down menu to select the desired practice.

    If you have multiple practices, these settings must be configured under each participating practice. 

  3. Under the Automation Statement Generation table, click the Edit Templates button.

  4. Use the drop-down menu to select the Statement Type to configure. 

  5. Place a check in the Highlight editable fields box to show all of the fields that you are able to edit.

  6. Click any of the editable fields/boxes to write your desired text. 

  7. Add A Logo to your statement.

    1. Click the Your Logo Here icon, then click Upload to select a logo from your computer.

    2. Adjust the logo.

    3. Click Done.

  8. Click Save.