Identify When (or If) a Statement was Printed or Sent

Version 14.19
Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Disclosures

The Disclosures section of the patient chart displays tracking for all claims and statements sent for the patient. All patient statements that were sent are listed with Patient in the Recipient column. The date the statement was sent and the person who sent it are also displayed.

Version 14.10

To verify that a patient's statement was received:

  1. Click the Patient Account  button.
  2. Click on the Disclosures  tab.
  3. This tab will display when a patient statement was sent. All patient statements that were sent will be listed as Patient in the Recipient column. You can also see the date of when the statement was sent and the person who sent it.