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.
  2. In the Patient Statement module, click the Processing Statement tab.
  3. Select the To Date, then click the Generate button. After that, and select the client(s), date range and click the Fetch button to generate the Patient Statement data table. All the payment information will be available in the data table. Use the Action Button to download the patient statement in CSV or EXCEL format.
  4. Select the statement 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.