The billing statement note is account-specific information that will print automatically on a guarantor's billing statement.
Note: You can enter billing statement notes while viewing any member of a family. Likewise, the note is available when viewing any family member.
To add a statement note
1. With a patient selected in the Ledger, click File, and then click Guarantor Notes.
The Guarantor Notes dialog box appears.
2. Type the note in the Billing Statement Note text box.
To check your spelling, click the spell check button.
3. If necessary, change the cut-off date of your note from the default in the Print on Statement until text box.
Note: Many notes are only valid for a certain length of time, so you can enter a cut-off date for them. After that date, you can no longer print the note. The date defaults to one month from the current date.
Tip: The billing statement note requires a date. If you don't want a cut-off date for the note, specify a date far into the future, such as 01/01/2222.
4. To save the note, click OK.