This article explains how to create an email template for the Email Invoice function in the Manage Statement module.


TherapyPM offers an Email Invoice function in the Manage Statement(s) module. 


  1. Click the Patient Statement option under the Billing tab in the left navigation.
  2. Click the Manage Statement(s) tab.
  3. Click the Settings icon (gear) at the top right corner.
  4. Type the email template body.
  5. Use the filters to generate the patient invoice. Under any invoice, click the Email Invoice option under the Action Button.
  6. Use the screen to type the email and include a message to send the invoice to the respective patient.