Print an Individual Statement
This section provides instructions for printing an individual client statement.
HOW TO GET THERE
1) At the Main screen.
2) Highlight the Patient you want to print a statement for.
3) Click on 'Print Statement' at the right side of your screen.
4) Depending upon the body style of the statement you have chosen in Statement Setup option, one of the following screens will be displayed.
The first screen allows you to select a date range for account activity to include on Activity Statements. Normally, activity statements would begin at the start of the previous month and run through the current date. The second screen is presented when the body style of statements is either Open Invoice or Financial History.
Click on 'Run Report' to generate an individual statement.