Version 14.19
Path: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button
Overview
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
- Navigate to the Tracking view of the Schedule by following the path above.
- 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.
- Click the Statements button. The statements will generate a print preview or print directly depending on what settings you have for your workstation.
- Close the window when complete. This will take you back to your Tracking screen.