Print Statements |
  
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This option prints account statements which can be printed at any time. Any customer with an OUTSTANDING account balance will receive a statement (unless they have been flagged to the contrary in their Patient Information file).
WHEN TO PRINT STATEMENTS
The timing of the statement print run is important since the statement program is specifically designed to print the CURRENT STATUS of the accounts. This means that the monthly statements need to be printed before any payments for the next month are entered. Once payments are entered, any invoices paid will no longer show up on the statements.
Proceed with entering invoices for the next month (since these invoices would be excluded by the cut-off date selected for printing the statements).
The screen prompts are:
ALL LOCATIONS - When this box is checked, ALL LOCATIONS will be included when printing statements. (Location permissions are based on the Application User set up.)
LOCATION - If ALL LOCATIONS is not selected, users can select a specific location from the drop-down list. (Location permissions are based on the Application User set up.)
CUT – OFF DATE - Enter the month end date. This date becomes the statement date and determines the ending point for selecting invoices.
AGE AS OF MONTH END - When this box is checked, invoices are aged according to the month end. When unchecked, invoices are aged according to the system date.
FROM ACCOUNT NUMBER - Enter a starting account number for the record selection. Click the 
button to search for a specific starting patient or third party funder. Leave this field blank to search from the beginning of the account file.
TO ACCOUNT NUMBER - Enter an ending account number for the record selection. Click the button to search for a specific ending patient or third party. Leave this field blank to search to the end of the account files.
Click CONTINUE to generate the statements.