This article explains how to use the Processing Statement Tab in Patient Statement module to generate invoice for statements or revert patient statements.


How to Process Patient Statement?


  1. Click the Patient Statement tab in the left navigation under the Billing module drop-down. 
  2. Click the Processing Statement(s) tab. Select the "To Date", then click the Generate button.
  3. After that, select the client(s), and date range. Click the Fetch button to generate the Patient Statement data table.

  4. A data table will be generated, displaying all the service payment information for the selected patients within the specified date range.

  5. Use the Action Button on the top right to download the patient statement in CSV or EXCEL format.
  6. On the bottom left corner, select the Action and click the drop-down option:
    1. Generate Invoice: Click on this option to generate an invoice for the statements. The invoice will be available in the Manage Statement(s) tab.
    2. Retract Statements: The selected statement(s) can be retracted using this option.