Print Patient Info

From within the patients section you are able to print out a Patient Ledger, Statement, Superbill and/or labels for your specific patients. 

If you are needing to print on the batch level, please refer to our sSuperbill Batch Print, Statement Batch Print or the Label Batch Print Help Articles.

View or print Patient Activity

The Patient Activity will allow you to view a listing of the patient’s claim, miscellaneous  debit, credit, statement, payment, summary activity and dependents. This includes detailed data and the ability to open claims, checks, and other sections directly from the activity listing. The patient’s claims activity is defaulted to list all of the claims, dates, totals, balances and current status of the claims.

Follow the steps below to view a patient's activity. 

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click on the Activity button found at the top of the page.

  5. Optional: Use the View Options button to filter what information is shown on the activity page.

    1. Use the Order Claims drop-down menu to set the order claims should display on the activity page.

    2. Show Entered Dates: Show the dates claims or payments were entered.

    3. Summary/Detailed: This determines how much information will show on the activity page. 

    4. Use the Charge Filter to select which claims should show on the activity page.

    5. Use the Show Aging Balance By drop-down menu to change how the balances should display.

    6. Click Apply.

  6. Click on any of the arrows to expand the row to see a detailed listing of the activity data. The activity will page will also include hyperlinks that open specific claims, patients, payments or credits.

  7. Click Print to print the page. Otherwise, click Close.



Activity Summaries

Each activity page contains summarized information. Reference this help article to learn more about each summary report.

  • Payment and Adjustment Breakdown: The Payment and Adjustment Breakdown table provides a high level overview of what has been collected by the patient, what has been collected from their insurance, and how much has been taken in as adjustments from the insurance. This table also shows how much has been applied from account credits on the patient's account.

  • Charge Balance Breakdown by Balance by Charge Status: The Balance by Charge Status table under the Charge Balance Breakdown summary provides a grand total of all outstanding charge balances by charge status. This allows users to quickly see at a glance where their outstanding balances are "sitting.                     

  • Charge Balance Breakdown by Balance Due To: The Balance Due To table under the Charge Balance Breakdown summary provides a grand total of all outstanding charge balances based on the party (patient or insurance) that is responsible for paying. This table also allows users to easily see how available account credits, due patient and insurance, impact the total amount owed.

  • Aging Balance Summary: The Aging Balance Summary tables provides an aging view of outstanding charges, separated by what is owed by the patient and what is owed by insurance. Users can easily change the way the outstanding amounts are bucketed by selecting the proper date (DOS, entered date, and last billed date) that best suits their office's workflows.

Print Patient Info Sheet & Ledger

Only the first defaulted payer for each priority (i.e., Primary, Secondary, Tertiary) will be displayed on the patient info sheet. 

Follow the steps below to print a patient info sheet and ledger for your patient.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients ” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click on the Print button found at the top of the page.

  5. Select Patient Info Sheet & Ledger.

  6. Use the Patient Info Sheet & Transactional History checkboxes to determine what information should be included on the infosheet and/or ledger. 

  7. Use the sort drop-down menu to select what order the information should be shown.

  8. Click Print.  

Print Patient Statements

Who can use this feature?

Users with the Enhanced Statement Printing permission. 

Follow the steps below to print a patient statement.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check  in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click on the Print button found at the top of the page.

  5. Select Patient Statement.

  6. Use the Date Range options to select the date range the system should look for patient balances.

  7. Use the checkbox(es) to select what information will be included in the statement.

  8. Click the Preview button to see a preview.

    For more information on the two types of statements, please reference our Statement Configuration Help Article.

  9. Click the Print and Add Activity button to print the statement.    

Print Payment Plan Statements

Who can use this feature?

Users with the Enhanced Statement Printing permission.

Follow the steps below to print a payment plan statement.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients.

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click on the Print button at the top of the page.

  5. Select Payment Plan Statement.

  6. When the window opens, select the payment plan you wish to use on the statement.

    To learn more about Payment Plans, take a look at our Help Article.

  7. Click the Preview button to see a preview of the Enhanced Statement or the Plain Text Statement.

    For more information on the two, please reference our Statement Configuration Help Article.

  8. Click the Print and Add Activity button to print the statement.  

Print Final Demand Notice

Who can use this feature?

Users with the Enhanced Statement Printing permission. 

Follow the steps below to print a final demand notice.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients” box to include inactive patients in your search results

  3. Select the Patient.

  4. Click on the Print button at the top of the page.

  5. Select Final Demand Notice.

  6. Use the Date Range options to select the date range the system should look for patient balances.

  7. Use the checkbox(es) to select what information will be included in the statement.

  8. Click the Preview Button to see a preview. 

    For more information on the two types of statements, reference our Statement Configuration Help Article.

  9. Click the Print and Add Activity button to print the statement.

Print a Superbill

Follow the steps below to print a superbill.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients ” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click on the Print button found at the top of the page.

  5. Select Superbill.

  6. Use the Search field or locate the superbill you want to print from the list.

  7. Click on the superbill to print.

Print a Label

Follow the steps below to print a label.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients ” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click on the Print button found at the top of the page.

  5. Select Label.

  6. Use the Search field or locate the label you want to print from the list.

  7. Click on the label to print.