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?
- Click the Patient Statement tab in the left navigation under the Billing module drop-down.
- Click the Processing Statement(s) tab. Select the "To Date", then click the Generate button.
- After that, select the client(s), and date range. Click the Fetch button to generate the Patient Statement data table.
- Use the Action Button on the top right to download the patient statement in CSV or EXCEL format.
- On the bottom left corner, select the Action and click the drop-down option:
- Generate Invoice: Click on this option to generate an invoice for the statements. The invoice will be available in the Manage Statement(s) tab.
- Retract Statements: The selected statement(s) can be retracted using this option.