Statement Options

Statement options allow the user to specify if statements should be sent to this patient, and if so, who should the statement be sent to. 

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 Billing Info tab.

5. Navigate to the Statement Options section.

6. Place a check in the box to enable statements to be sent to this patient. 

7. Use the Statement Type drop-down menu to determine if CollaborateMD should send a Single or Family Statement.

   1. Single statements are statements that show changes associated with just this patient.

   2. Family statements are statements that show changes associated with the family this patient is part of. Please reference our Link Family Accounts Help Article for more info.

8. Use the  Mail Statement To drop-down menu to select who the statement should be sent to.

9. Add any Patient Comments that you would like included in the “user print statement” (only applies to user print statement when selected).

10. Add any Patient Comments that you would like included in the “automated statement” (only applies to automated statement when selected).

11. Click Save.