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[Legacy] Manage Client Statements

Last Updated: Feb 15, 2019 10:08AM EST
Printed statements are designed to fit a common style of two-window business envelope (for example, the envelopes are item no. 9903 at Please see the note in the section just above about setting up your printer not to print "headers and footers"; they mess up the appearance of account statements.

A sentence at the bottom of the statements gives the software's best guess as to the "real world" patient balance, i.e. what the patient actually owes if insurance pays as planned. Occasionally, you may find that this statement is incorrect. Usually the cause is an incorrect entry in the "Posting" on the patient's account. For example, a no-show fee needs to have a zero in the "insurance payment" column to reflect the fact that insurance is not expected to pay this amount.

You can save paper (and postage) by sending statements out through encrypted email. The patient must have an email address and a password on file for this to work. Patients may pay an outstanding balance on one of these "e-statements" with just a few mouse clicks. (You must have set up credit card processing through TSYS (Formerly Cayan) to enable this option.)

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