Print Statements for Patients on the Schedule

Version 14.19
Path: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button


In an effort to collect previous patient balances at the time a patient is seen, practices may choose to print statements according to who is on the schedule for a specific day. Family statements for any patient on the Schedule whose guarantor has a patient balance for anyone in the financial family will be printed. The filters for Account/Claim options do not apply to the selection of which statements to print. This includes accounts with a status of:

  • On Hold
  • Uncollectable Claims
  • Older Than
  • All Sent

Print Statements from the Schedule

  1. Navigate to the Tracking view of the Schedule by following the path above.
  2. Use the Date drop-down located in the upper left-hand corner of the window to select the schedule date if different than the current date.
  3. Click the Statements button. The statements will generate a print preview or print directly depending on what settings you have for your workstation.
  4. Close the window when complete. This will take you back to your Tracking screen.