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.