MacPractice has several default Statement Forms that can be used to create different Account or Incident statements. The guide below highlights the attributes found on these statement forms. Statements can be created through the Ledger Print Menu or Statements Manager.
For information on setting one of these forms as the default, please see the Activating & Setting a Default Form documentation.
Each Statement Form contains the same basic information, such as Statement as Statement Page Count, Office Office Address, Statement Statement Account Address, Account Account Number, Statement Statement Message, and Statement and Statement Date. Each statement will also have columns for Procedure for Procedure Date, Description Description, Charges Charges, and Paymentsand Payments/Credits. You can read more about these in our Statement Form Fields article.
There are a few key differences among the Statement Forms:
Statement Forms can be Finance be Finance Charge Information formsInformation forms, Credit Credit Card Information formsInformation forms, or both.
Statement Forms can be Installment Amount forms using the Minimum the Minimum Amount Due Total, or reflect the total statement balance with the "Please Pay This Amount" Total.
Statements can include additional columns, such as Patient Portion and Insurance Portion columnsas Patient Portion and Insurance Portion columns, and/or a Balance columna Balance column.
Statements can be designed to show specific content, such as the Diagnosis and Code columns the Diagnosis and Code columns included only on the Statement the Statement Code and Diagnosis formDiagnosis form.
The attributes of all Statement Forms will be impacted by Statements Preferences.
Statement Forms can be edited or designed with the purchased Form Builder ability. For more information on purchasing the Form Builder contact your local Sales Representative. It is also possible to have custom Statement Forms created for your office - contact MacPractice Support at 877-220-8418 for additional information and pricing.
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