Third party statements

Third party statements

Third party statements can be generated in the same way patient statements are created, as well as from the third-party record.

 

Third party statements

Under the admin menu, select edit third parties.


  1. Search for the third party in the lookup.
  2. Click on the statements tab.
  3. Select a company or check off all companies.
    1. If only looking at one company, the option for a detail statement is available.
  4. Click retrieve, the statement will display.
  5. Click print for a paper copy or to save as a PDF.

Client card third party statements

  1. Note the patient loaded, the third-party statement will only reflect that patient. Use the lookup icon to change to a different patient.
  2. Select the date range for the statement.
  3. Choose a company and practitioner if applicable.
  4. Select who is responsible for payments, such as the patient or a third-party company.

*Note, when selecting a third-party payer, the statement is limited to the current patient that is loaded.

  1. Check off unpaid only and or overdue warning boxes if applicable.
  2. Click generate statement.

*Note, if any changes are made to the criteria selected, click generate statement to display those changes on the displayed statement.

  1. Click print to print or save file as a PDF.

Client menu third-party statements

Use the client menu to select statements to print client statements, this option is great if looking to print statements of multiple patients or third parties at the same time.


  1. Choose a company if applicable.
  2. Select who is responsible for payments, such as a third-party company.
  3. Choose between outstanding, detailed, or distributions.
  4. Select the date range for the statement.
  5. Check off multiple companies if applicable.
  6. All patients or third parties will be highlighted, deselect any that a statement is not required for.
  7. Click print statements, the save window will appear, saving each patient’s or third parties statement in its own PDF.

 



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