You can generate a single billing statement for a selected account in Ledger. A billing statement provides a guarantor with a record of financial transactions with the practice and the account balance.
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Why: |
To keep patients informed of their financial standing |
When: |
As needed |
Notes:
You can generate billing statements for multiple accounts from Office Manager.
Generating billing statements from Ledger requires the "Print Billing Statements" security right and the "Batch Processor, Print/Display Reports" security right (if printing the statement).
To print a single billing statement from Ledger
With a patient selected in Ledger, do one of the following:
To print or batch a billing statement (according to the direct print option), do the following:
Click
the Print Statement button 
on the toolbar.
If applicable, do one of the following:
If the Password - Print Billing Statements dialog box appears, user verification has been assigned to the "Print Billing Statements" task. Do one of the following:
If your user account has been granted the "Print Billing Statements" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Print Billing Statements" security right, have a user with permission temporarily override this restriction so you can print a statement this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Print Billing Statements" security right. To have a user with permission temporarily override this restriction so you can print a statement this one time, do the following:
On the message, click Yes.
In the Password - Print Billing Statements dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If applicable, do one of the following:
If the Password - Batch Processor, Print/Display Reports dialog box appears, user verification has been assigned to the "Batch Processor, Print/Display Reports" task. Do one of the following:
If your user account has been granted the "Batch Processor, Print/Display Reports" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Batch Processor, Print/Display Reports" security right, have a user with permission temporarily override this restriction so you can print a statement this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Batch Processor, Print/Display Reports" security right. To have a user with permission temporarily override this restriction so you can print a statement this one time, do the following:
On the message, click Yes.
In the Password - Batch Processor, Print/Display Reports dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
One of the following occurs:
The billing statement is sent to the default printer for Office Manager.
The billing statement is sent to the Batch Processor.
To chose whether to print or batch a billing statement, do the following:
On the Print menu, click Statement.
If applicable, do one of the following:
If the Password - Print Billing Statements dialog box appears, user verification has been assigned to the "Print Billing Statements" task. Do one of the following:
If your user account has been granted the "Print Billing Statements" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Print Billing Statements" security right, have a user with permission temporarily override this restriction so you can print a statement this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Print Billing Statements" security right. To have a user with permission temporarily override this restriction so you can print a statement this one time, do the following:
On the message, click Yes.
In the Password - Print Billing Statements dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Single Billing Statement dialog box appears.
Do one of the following:
To send the billing statement to the Batch Processor, click Send to batch.
To send the billing statement to the default printer for Office Manager, do the following:
Click Print.
If applicable, do one of the following:
If the Password - Batch Processor, Print/Display Reports dialog box appears, user verification has been assigned to the "Batch Processor, Print/Display Reports" task. Do one of the following:
If your user account has been granted the "Batch Processor, Print/Display Reports" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Batch Processor, Print/Display Reports" security right, have a user with permission temporarily override this restriction so you can print a statement this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Batch Processor, Print/Display Reports" security right. To have a user with permission temporarily override this restriction so you can print a statement this one time, do the following:
On the message, click Yes.
In the Password - Batch Processor, Print/Display Reports dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
Note: By default, the Balance Forward date on the billing statement is one month prior to the current date. To change the statement print options you must change the default billing statement settings in Office Manager.
Important information this report provides
Payment Slip - The portion of the billing statement that can be cut off and returned with the payment.
Financial Transactions - The financial transactions posted to the guarantor’s account since the previous billing statement.
Financial Summary - The guarantor’s current balance, prior balance, and total of credits and charges applied during the current billing cycle.
Note: If Print Account Aging is selected for the default billing statement settings, this section displays the guarantor’s aged balances.
Credit Card Information - If Allow Credit Card Payments is selected for the default billing statement settings, the credit card information lines appear on the payment slip.
Dunning Message/Guarantor Note - If a guarantor note has been entered for a guarantor, the note prints on the billing statement. If no guarantor note has been entered, the appropriate dunning message is printed.
Insurance Estimate Box - If Print Dental Insurance Estimate is selected for the default billing statement settings, the insurance estimate box appears on the statement.
Statement Note - If there is a note in the Statement Message box for the default billing statement settings, the text of that note appears on the statement.
Please Pay This Amount Box - If Print Agreed Payment is selected for the default billing statement settings, the "Please Pay This Amount" box appears on the statement.
