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.

Print Patient Info Sheet & Ledger (Activity)

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 an info sheet and ledger for a 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 the Print button.

  5. Select Patient Info Sheet & Ledger.

  6. Use the checkboxes to determine what information should be displayed on the infosheet and/or ledger.

    • Patient Info Sheet: Check this box to include patient information on the printout (gender, address, phone number, employer, etc.).

    • Include notes: Check this box to include notes on the patients account (you can choose a date or date range for the notes to be included).

    • Include notepad: Check this box to include notes on the patients account notepad.

    • Include appointment history: Check this box to include the patient's appointment history.

    • Transaction History: Check this box to include patient transactions (you can choose what transactions to include from the following choices:

      • Include Claim Listings: Check this box to include patient claims (choose what claims to include by clicking the corresponding  radio button (all claims, specific claims, unpaid claims, etc.).

      • Include Payments/Adjustments: Check this box to include patient payments, credits and debit transactions.

      • Include Billing Activity: Check this box to include patients billing activity/summary.

      • Include account debit listing: Check this box to include patient debit transactions.

      • Include payment plan listing: Check this box to include patient payment plans.

      • Include unused account credit list: Check this box to include any patient credits available on the account.

      • Include patient payment history: Check this box to include patient payment transactions.

      • Include patient statement history: Check this box to include patient statements.

      • Include activity summary: Check this box to include patient summary tables:

        • Balance breakdown by status: (includes balances due insurance, due patient, collection and other).

        • Balance breakdown by source: (includes charge balances, payment plan balances and account credits).

        • Payment breakdown by source: (includes insurance or patient balances).

        • Aging Balance Summary Aged by Date of Service: (includes patient, insurance and Payment Plans balances). 

        • Aging Balance Summary Aged by Date Entered: (includes patient, insurance and Payment Plans balances).

        • Aging Balance Summary Aged by Last Billed Date: (includes patient, insurance and Payment Plans balances).

        • Aging Balance Summary: Aged by Payment Plan Due Date: (includes patient balances).

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

  8. Click Print again.

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.

  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.

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

  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. 

     The Plain Text FDN will not include any charge details.

  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.