Create Statements

To create statements:

1. Set the statement options, which include who should receive statements and what they should contain. For more information see Statement Options.
   • Statement date
   • Inclusions and Exclusions
   • Messages
   • Finance charges if desired (See Finance Charges.)
2. OPTIONAL: Click Print Statement Report.
   • Validate the accounts to confirm the list of accounts receiving statements is correct and identify unusual accounts.
   • Make any adjustments to the accounts identified as having an unusual balance or patient/insurance breakdown.
   • Repeat as needed until the statement criteria and accounts are validated as prepared for statements
3. Generate and transmit the statements according to practice policies. See Transmission Options.
4. Click Update Stmt Dates to lock the accounts and place the line item in the ledger of the accounts that received statements.