Step 1: Prepare the Primary Deposit 

1. Go to Cash Posting.
2. Open the Primary Deposit.
3. Click Go to view details.
4. Make sure:

1. The deposit status is updated to the correct PR or Copay status.
2. Before processing a patient statement, make sure no secondary authorization is added to the client’s account.

Note: Patient Statement can only be processed after this step is completed. 

Step 2: Processing Statements

1. Click the Patient Statement tab in the left navigation. In the Processing Statement tab, select the To Date, then click the Generate button.

2. After that, select the client(s), date range and click the Fetch button to generate the Patient Statement data table

3. The data table with all the service payment information for the selected patients during the date range will be generated. The data columns listed below provide detailed information;

1. Client Name: Will list out the client’s name.
2. Service Date: Will list out the service date for the service received.
3. Description: This would include the description of the service received.
4. Copay, Coins, Deductible or Other: These columns will display the balance accordingly. If the patient has a copay, the amount will appear under the Copay column. If the balance is related to coinsurance or deductible, it will be reflected in the respective column.      
5. Total: Will provide the total amount for the specific service line.  

4. Select the statement and select the dropdown 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.

Once the balance is generated as an invoice, it will be moved to the Manage Statements tab, and the invoice will be created.

Step 3: Manage Statements

1. On the Processing Statement page, click Manage Statements from the left-hand menu.
2. Sort by Invoice, Patient, Date Range, or Date of Submission. After applying a sort option, select the data that corresponds to the chosen filter.
3. The data will appear based on the selected filters. The columns listed below provide detailed information about each invoice.

1. Invoice: This column displays the generated invoice number. Click on the invoice number to open and review the invoice details.
2. Patient:  This column will display the patient’s name of the invoice.
3. Date Range: It will display the from and to date range for all line items included in the invoice.
4. Invoice Date: Will display the day of the invoice generation.
5. Due Date: The invoice due date will be displayed here. You can edit and set your preferred due date, and the updated date will automatically reflect on the invoice.
6. Total: This column will display the total amount of the invoice.
7. Extra: This column displays any additional amount added to the invoice, such as a late fee or other applicable charges.
8. Paid: This column will display any amount that is paid in this particular invoice.
9. Grand Total: This column shows the grand total due after applying any additional charges and subtracting any payments made from the total invoice amount.
10. Action: Action button contains of all the options to manage the invoice.

1. Print Invoice: You will be able to view the invoice.
2. Email Invoice: If you select this option, you will be directed to the email drafting page, where you can customize and send the invoice via email.
3. Get paid Through CC: If you select this option, you will be directed to the Credit Card Payment page. This option will only be visible if the client has credit card on file.
4. Get Payment URL: This option copies the payment link URL to your clipboard, which you can then share with the client to collect payment.
5. Send Payment URL via SMS: This option allows you to send the payment link directly to the client’s phone number saved in their profile.
6. History: This option provides a detailed history of the invoice emails that have been sent.
7. Extra Charge(s): This option allows you to add any additional amount to the invoice. Once added, the extra charge will be automatically included in the total invoice amount.

1. Print Statement: Will provide bulk print of all the invoices selected.
2. Get Paid Through CC: Will let direct you to the payment page for all the invoices selected.
3. Get Payment Link: This option copies the payment link URL to your clipboard for all the invoices selected.
4. Download PDF: Will provide an export for all the invoices in a PDF format.
5. Download CSV: Will provide and export for all the invoices details in a CSV format