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OfficeMate Home Office User's Guide - OfficeMate Software Solutions

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Viewing & Printing Statements<br />

Chapter 8 Using the Patient Ledger<br />

Viewing &<br />

Printing<br />

Statements<br />

Notes<br />

• You cannot print a statement for a patient if the patient does not have<br />

an open balance or if the patient has a bad address, the Send<br />

Statement check box selected, or the Sent to Collection check box<br />

selected. For more information on selecting and de-selecting the Bad<br />

Addr, Send Statement, and Sent to Collection check boxes, go to To<br />

record demographic information on page 174 and To record financial<br />

information on page 191.<br />

• Statements viewed and printed from the Patient Ledger window<br />

display 30 days of details. To display more details, view and print<br />

statements from the Reports, Statements & Graphs window. For<br />

more information on viewing and printing Statements reports, go to<br />

Creating & Printing Statements on page 518.<br />

<br />

<br />

Open a patient’s ledger. For more information on opening a patient’s ledger, go<br />

to Opening a Patient’s Ledger on page 372.<br />

Click Statement.<br />

The Statement of Account opens.<br />

Note<br />

Click the Print icon to print the statement or click the Export<br />

icon to export the statement to another destination.<br />

388 <strong><strong>Office</strong>Mate</strong> <strong>Home</strong> <strong>Office</strong> User’s <strong>Guide</strong>

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