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!
Select Customer Setup > Statements.
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. Under the Automation Statement Generation table, click the Edit Templates button.
Use the drop-down menu to select the Statement Type to configure.
If using multiple statement types, follow steps 4-8 for each statement type to be configured.Place a check in the Highlight editable fields box to show all of the fields that you are able to edit.
Click any of the editable fields/boxes to write your desired text.
Add A Logo to your statement.
Click the Your Logo Here icon, then click Upload to select a logo from your computer.
Adjust the logo.
Click Done.
Want to add your own QR code on your patient statements? Customers with a Business Profile QR Code can upload their own
code as part of their logo.
Click Save.
If you have multiple practices, these settings must be configured under each participating practice. 
If using multiple statement types, follow steps 4-8 for each statement type to be configured.
code as part of their logo.Select Customer Setup > Statements.
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.Under the Automation Statement Generation table, click the Edit Templates button.
Use the drop-down menu to select the Statement Type to configure.
- Place a check in the Highlight editable fields box to show all of the fields that you are able to edit.
Click the General tab from the side panel to access general settings that apply to automated & user-print statements.
Select the credit cards accepted by this practice.
Don't accept credit card payments by mail? Make sure all credit card boxes are unchecked.Show Due Date: Check this option to show the due date of Upon Receipt on the statement.
Do not include account credits: Check this box to remove credits on the patient's account from being included in the calculation of the Balance Due on the statement and from being listed within the detailed line items.
Summarize charges: Check this option to group multiple charges associated with one claim. The code and description that appear on the statement are associated with the first charge on the claim.
Show paid charges: Check this option to include all charges, with associated payments and/or adjustments, associated with the patient even if there is no outstanding balance on the charges.
Show units in charge description: Check this option to show the number of units used on each line item charge. The number of units will be displayed next to the charge description on your patient’s statements.
Increment Statements times Printed when sending FDN: Check this box if you wish to have FDNs be counted towards the patient's statement sent count.
Statement Separation: Choose an option for statement separation.
Send one statement for all charges.
Send separate statements for charges per provider.
Send separate statements for charges per practice.
Use separate address for Pay-To:
Statement Pay-To address: Check the box and populate the required information to receive payments at a different address than the practice address.
Statement Return Address: Populate the required information to have undelivered statements returned to a different address than the practice address.
- Use the Revenue code description for charges on institutional claims: Check this option to print the revenue code description instead of the procedure code description on institutional claims.
Optional: For Single Statement Layout, click the Single Statement Options tab from the side panel to access settings for automated statements only.
Change important message based on charge age: Enable this option to edit the messages based on how old the balance is.
- Optional: For Consolidated Statement Layout, click the Consolidated Statement Options tab from the side panel to access settings for automated statements only.
Select the types of Payment Methods: Specify how patients make payments on their bill.
Customize the patient charge message:
- Always send the same patient charge message: Enable this option to always send the same patient charge message.
- Use charge age to set the patient charge message: Enable this option to edit the message based on how old the balance is (e.g., 0-30 days, 31 to 60 days, 61 to 90 days, over 90 days).
- Use number of statements sent to set the patient charge message: Enable this option to edit the message based on how may statements have been sent (e.g., Sent 1 Time, Sent 2 Times, Sent 3 Times).
- Use Patient Comment (if exists) in place of the important message: Enable this option to use the patient comments instead of the patient charge message.
- Always send the same patient charge message: Enable this option to always send the same patient charge message.
Click Save.
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.
Select Customer Setup > Statements.
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.Under the Automation Statement Generation table, click the Edit Templates button.
Use the drop-down menu to select the Statement Type to configure:
Emailed Electronic Statements
- Review or edit your email template fields (email Subject and body). Use the Righ-click options to select and add the available variables to the template. The [Payment Link] is a required field and will not save if removed from the template.
Use the date format drop-down to select your date format.
Under Electronic Statement Template (used for all practices) review or edit your Important Message and your Contact Us fields. This General information will be shown on the payment portal's patient statement view.
- Enter a personalized Message To Patients that will be shown within the bottom portion of their online bill.
- Select whether or not you want to show your phone contact information, email contact information, or both by selecting them and entering the required data.
- Optional: Click Save and Show Demo to view the important message and the contact us fields in the payment portal.
Click the General tab from the side panel to access general settings that apply to all statements.
Select the credit cards accepted by this practice.
Don't accept credit card payments by mail? Make sure all credit card boxes are unchecked.Show Due Date: Check this option to show the due date of Upon Receipt on the statement.
Do not include account credits: Check this box to remove credits on the patient's account from being included in the calculation of the Balance Due on the statement and from being listed within the detailed line items.
Summarize charges: Check this option to group multiple charges associated with one claim. The code and description that appear on the statement are associated with the first charge on the claim.
Show paid charges: Check this option to include all charges, with associated payments and/or adjustments, associated with the patient even if there is no outstanding balance on the charges.
Show units in charge description: Check this option to show the number of units used on each line item charge. The number of units will be displayed next to the charge description on your patient’s statements.
Increment Statements times Printed when sending FDN: Check this box if you wish to have FDNs be counted towards the patient's statement sent count.
Use separate address for Pay-To: Check the box and populate the required information to receive payments at a different address than the practice address.
Use separate address for return: Populate the required information to have undelivered statements returned to a different address than the practice address.
- Use the Revenue code description for charges on institutional claims: Check this option to print the revenue code description instead of the procedure code description on institutional claims.
Click the Electronic Statement Options tab from the side panel to access Charge Breakdown options:
Summarized details for each charge: Enable this option to send a summary detail of charges.
Detailed activity listing: Enable this option to send a detailed listing of charges.
Click Send Sample and enter a test email to receive a sample of your electronic Statement. 
SMS Text Electronic Statements
- Review or edit your text message template. Use the Righ-click options to select and add the available variables to the template. The [Payment Link] is a required field and will not save if removed from the template.
Use the date format drop-down to select your date format.
Under Electronic Statement Template (used for all practices) review or edit your Important Message and your Contact Us fields. This General information will be shown on the payment portal's patient statement view.
- Enter a personalized Message To Patients that will be shown within the bottom portion of their online bill.
- Select whether or not you want to show your phone contact information, email contact information, or both by selecting them and entering the required data.
- Optional: Click Save and Show Demo to view the important message and the contact us fields in the payment portal.
Click the General tab from the side panel to access general settings that apply to all statements.
Select the credit cards accepted by this practice.
Don't accept credit card payments by mail? Make sure all credit card boxes are unchecked.Show Due Date: Check this option to show the due date Upon Receipt on the statement.
Do not include account credits: Check this box to remove credits on the patient's account from being included in the calculation of the Balance Due on the statement and from being listed within the detailed line items.
Summarize charges: Check this option to group multiple charges associated with one claim. The code and description that appear on the statement are associated with the first charge on the claim.
Show paid charges: Check this option to include all charges, with associated payments and/or adjustments, associated with the patient even if there is no outstanding balance on the charges.
Show units in charge description: Check this option to show the number of units used on each line item charge. The number of units will be displayed next to the charge description on your patient’s statements.
Increment Statements times Printed when sending FDN: Check this box if you wish to have FDNs be counted towards the patient's statement sent count.
Use separate address for Pay-To: Check the box and populate the required information to receive payments at a different address than the practice address.
Use separate address for return: Populate the required information to have undelivered statements returned to a different address than the practice address.
- Use the Revenue code description for charges on institutional claims: Check this option to print the revenue code description instead of the procedure code description on institutional claims.
Click the Electronic Statement Options tab from the side panel to access Charge Breakdown options:
Summarized details for each charge: Enable this option to send a summary detail of charges.
Detailed activity listing: Enable this option to send a detailed listing of charges.
Click Send Sample and enter a test phone number to receive a sample of your electronic Statement. 
- Review or edit your text message template.
- Click Save.Want to revert back to the default message? Click Reset to Default.
- Review or edit your email template fields (email Subject and body).
