Step 1

Select the Send Statements page from the Patient drop-down menu.

Step 2

Are your settings correct?

Have a DBA? Want to set a custom text/email message?

Settings - Set the practice DBA, and the electronic message on text/email

Want to automate statement reminders until the bill is paid?

Automations - Turn on Text/Email Bots (Also view all automation and stop if desired)

Want to add a custom note to the top of the statements?

Global Notes - You can add a note that will appear at the top of all statements. (The note must be active at the time you send the statements, adding later will be too late)

Step 3

Apply Patient Payments

This will apply patient payments to their unapplied balances. If you have a large account with a lot of patient payments and balances, this may take a couple of minutes. If you DO NOT want to apply the payments, click NEXT to SKIP

Step 4

Generate a Statement List

Set the filters to narrow down who will be on the statement list. The defaults are balances greater than $10, haven't received a statement in a month, and our super effective color-coded statements.

Step 4

Review the List and Select Recipients

On the list, you can review the balance, the color of the next statement to go out, and the number of statements the patient already received since their last payment. To the right, you can click the buttons to review patient claims, statement notes, and patient alerts.

You can select MAIL, EMAIL, or TEXT. If you do not send mail, we are working on adding a PDF statement view. PDF previews are definitely available when MAILING.

The icons for PHONE/EMAIL indicate if you have something on record for that patient. Patients without phone/email cannot be sent the text/email statements.

You can now see patient UNAPPLIED payments in a sortable column.

The NO STATEMENT patients button will show you a list of patients NOT receiving statements. (Statements are blocked) You can change this setting on the patient page by editing their profile

Step 5

Select the Recipients

You can click Select All, or you can hold CTRL and click multiple patients to select or unselect them. Once all are selected, click Send Statements. If you have a large batch of statements, it may take a few minutes to process them all.

You can see the status and a log of all statements on the Statement Mailing Page (we are working to improve this page!)

Patient Last Mailed Statement Dates aren't updated until we confirm the mailing.

Additional Information

Bonus Info

When on a patient profile page, you can click on Statements to view previous statements, send a one-off statement, or edit the statement counter manually.

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