Statement Filters

To help you quickly use the Statement Batch Print screen, you are able to save and use search criteria filters. Using filters will help you work less and get the information you need faster. 

Save Statement Filters

  1. Select Patient > Statement Batch Print.

  2. Enter your Search Criteria.  

  3. Click the Save link.

  4. Type a Name for your filter.

  5. Use the Share with drop-down menu to select whether to share this filter on the user or Customer level.

  6. Click Save.  


Load Statement Filters

  1. Select Patient >  Statement Batch Print.

  2. Click the Load link.

  3. Click on the Filter you wish to use.

Update Statement Filters

  1. Select Patient > Statement Batch Print.

  2. Click the Load link.

  3. Click on the Filter you wish to update.

  4. Enter your updated Search Criteria.

  5. Click on the Save link.

  6. Choose whether to Update Filter or Save as New Filter.