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Creating an Account Statement for a Patient

Account statements are really useful for creating a list of invoices for multiple appointments. For example, if an insurer wants to know all of your patient's or client's appointments (including dates and prices), as well as the remaining balances for those treatments, an account statement is the way to go.

  1. Select a patient
  2. Click the Account Statement button
  3. Use the filters to select the range of invoices you want to display on the account statement

    You can choose a date range or use the monthly options, select whether you want to only include outstanding invoices, and if you want to include payments or not.

  4.  Be sure to hit Apply filter


    This will apply your filters to the invoices and payments below.  If you've selected something in error, you can just click "Clear filter" and start again.
  5. Print or Email the account statement

    Like on the invoice page, the Email to patient and Email to other buttons will only appear if the patient has an email address and invoice to email address.

And that's it for creating and emailing account statements!

Have more questions? Submit a request

Comments

  • Avatar
    Amanda Fiedler

    When I try to open the account statement it comes up as an unsupported file format - not a PDF.

    Any suggestions on how to either set the format or open the current format?

  • Avatar
    Jim Sadusky

    Hey Amanda, I replied to your support ticket.  The file is a PDF, so I'm not sure what's happening to you there.  If anyone else is having this problem we'll need to identify what your computer is doing so we can get things fixed for you.

  • Avatar
    Cthuxtable

    When I open the statements there is only option to print. Where is icon to email?

    Cheers Tania

  • Avatar
    Chris Watts Physio

    Would it be possible on the account statement to include the patient's reference number? I will be emailing to insurance companies therefore they require the reference number of the patient.

    Thanks

    Chris

  • Avatar
    Jim Sadusky

    That's right Tania - we don't have an option to automatically email the account statement.  That would make a great feature request though!

    @Chris - What are you including as the reference number?  I don't believe most clinics use that field for claim numbers (since it needs to go on invoices as well, so it's entered into "Invoice Extra Information").

  • Avatar
    Cthuxtable

    Thanks for the reply Jim, its just that in the information above it states you can email statement. Can this be requested to be looked into as we email invoices and would be great to email the statements.

     

    Thanks

    Tania

  • Avatar
    Meagan

    We also would like the option to email patients account statement. Rather than having to print or save as a PDF than email (too time consuming)

    Meagan Upfold
    Up Chiropractic

  • Avatar
    Nathalie Mat

    Hi, 

    In South Africa we have to submit a statement rather than an invoice for our clients to claim from their medical aids. Both the treatment code and an ICD 10 code need to be included in the statement. Is there any way to incorporate this into the statement?

     

    If not I may have to change my software choice to something more user-friendly for my clients. Are there other South Africans that have found a way around this?

     

    Thanks, 

    Nathalie

  • Avatar
    Info

    Hi,

    Is there anyway to remove the time of payment that shows on the invoice please. A recent patient did not want the time shown due to work commitments & confidentiality.

    Thank you

  • Avatar
    Jim Sadusky

    I'm afraid that's not an option in the software, sorry!

  • Avatar
    Meredith McAdam

    I recently discovered the Account Statement and I really like it.  It's wonderful information to pass along to a client.  I too would like to be able to click "Email" to the client.  That would help me tremendously.

  • Avatar
    Caudlepsychology

    Hi, after having the same difficulty that many of the previous commenters have had, re emailing an account statement from that screen, I would like to know if that function will be available in the very near future? 

  • Avatar
    Bart Lewis

    I would imagine we will add the email feature at some point in the future. I will bring it up in our development meeting tonight. Thanks!

  • Avatar
    Baldwin Chan

    I agree that the appointment time shouldn't appear on the account statement, or at least there should be an option to include it.  Alternatively, allowing it to just show the appointment date, but not time, would be preferred

  • Avatar
    Rachelle Mortensen

    It's increasingly difficult to manage which invoices I have sent each month as the "date" is the date I raised an invoice. Would love to see two columns with appointment date and invoice date so I can manage and track these, or its a tedious task to  go into individual invoices to check them all. 

  • Avatar
    Rebecca Jacobson

    Is there anyway of including in the statement the date the invoice was issued, another column for the date the invoice was paid and amount paid?

     

    Thanks

  • Avatar
    Megan Laraia

    This is great BUT...... why is there not an email function when you create this?
    It's the same as a few things in your system you do a brilliant job at adding some feature but you forget about the really important one of being able to pass it on via email...

  • Avatar
    Rhys Donovan

    Hey guys, it's almost the end of financial year & I'd bet that there will loads of patients requesting account statements from all of us. It might be asking a bit much, but any chance the email account statement functionality could be implemented within the next 2 weeks?

  • Avatar
    Bart Lewis

    Hi All! Just a quick update. You can now email account statements. The document above has been updated to reflect the new workflow.

  • Avatar
    Gillian Lorimer

    Is there anyway to just have an account summary? When I generate that report, I see 2 main sections: Invoices & payments. I don't need invoices. Just lines for dates, individual appointments and paid or owing. Did I miss how to do that? Thanks!

  • Avatar
    Coä Lai

    Is there anyway to add a button for "TODAY" on the account statement for the date selection. It is just a few click less hassle to generate a statement from 01 Mar 2013 to "TODAY"

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