Choose from 6 different monthly statement formats

The 6 statement format options include:

  • Running Balance
  • Itemized running balance 
  • Itemized running balance (text wrapping)
  • Grouped by doctor
  • Itemized grouped by doctor
  • Itemized grouped by doctor (text wrapping)

Assign different formats to different clients in individual client profiles or batch change on the client list.  The "grouped by doctor" statements allow you to provide client statements subtotaled by doctor for clinics with multiple doctors but only one billing entity. 

Text wrapping allows for a more text around the item description. If the item name is too long, it may still be cut off .

 

To change format on an individual client profile:

Click Edit from the Billing tab of the client profile. Client > Client List > Select client > "Billing" tab > Edit

 

mceclip0.png

 

To change statement format as a batch action:

Select clients from the client list. Client > Client Profiles > Client List

 

mceclip2.png

 

mceclip3.png

Running Balance

mceclip0.png

 

Itemized running balance

mceclip4.png

Itemized (with text wrapping)

mceclip3.png

Running Balance by doctor

mceclip1.png

 

Itemized grouped by doctor

mceclip5.png

mceclip6.png

Itemized (with text wrapping) by doctor

mceclip2.png

Was this article helpful?
0 out of 0 found this helpful

Articles in this section