This article explains how you can use the Manage Statement Tab in Patient Statement module to print, email invoice and complete payment with credit card.


How to Manage Patient Statement


  1. Click on Patient Statement under the Billing option in the left navigation.
  2. In the Patient Statement module, click the Manage Statement(s) tab.
  3. Sort By – Sort the table by Invoice, Patients, Date Range, or Date of Submission. Then, filter the selection based on the chosen sort field and click Go to generate the table. The data table will display the invoice details, and the due date can be edited.

  4. Action (...) Button Options: Click on the three dots to choose these options.

    1. Print invoice – Click on this action button to view the invoice which can be printed and downloaded.

    2. Email invoice – Use this action button to email the selected invoice(s) to the client.

    3. Get paid through CC – Complete payment of the selected invoice(s). The patient should have a card on file for successful payment.

  5. Drop-Down Option: Select the statements and chose an option from the drop-down menu. 

    1. Show Detail(s) – Click this option to view the selected invoice(s) payment statement and the generated table will also have an option to retract the statement(s).

    2. Update Due Date – Bulk update the due date of the selected invoices (use the checkbox to select multiple invoices).