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Unless otherwise mentioned, all Statement Preferences are Global.
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Preferences > Statements > Statement Options
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Preferences > Statements > Statement Options
Print the 'Incident Name' and 'Patient Name' on Statements
When enabled, this preference prints the incident name and the patient name in the description column.
Works For: All statements and eStatements.
Overridden by: This Preference is overridden by the Print Simple Credit/Debit preference.
Notes: If you use the Attorney Filter in the Statement Manager, the Attorney name will be appended after the Incident Name and Patient Name.
Don't Print the Incident's Date Next to the Incident Name
When enabled, the incident date does not appear in the date column of the Statement.
Works For: All statements and eStatements. Requires 'Print the Incident Name and Patient Name on Statements' to be enabled.
Save Statement Transaction on the Ledger
When enabled, printing a statement will add a line item to the ledger and account ledger.
Works For: All statements and eStatements.
Overridden By: If "Just Print, Don't Save" is checked when printing Incident Statements, a line item will not generate.
Double-clicking a statement in Statement Manager to preview the Statement does not generate a line item.
Print Statements With a Zero Balance
When enabled, this allows printing statements with a $0.00 balance. When disabled, $0.00 ending balance statements will be excluded from the account list in Statement Manager.
Works For: Account Statements in Statement Manager, and eStatements in Statement Manager.
Print the 'Statement Message' on 'Account Statements' by default
When enabled, Account/One-Time Statement Message set in Managers > Statements is printed on statements by default. Impacts Statement Manager > Print Statement Message
Works for: Account Statements and eStatements in Statement Manager
Overridden by: Account Tab will impact the One-Time Statement Checkbox/Message, and Account Message regardless of Preferences.
Print the 'Statement Message' (in Account Tab) on Incident Statement
When enabled, an Account/One-Time Statement Message set in the Account Tab will be printed on Incident statements.
Works for: Full or partial Incident Statements, either from Ledger or from the Claim Creation window.
Don't send Statements to Accounts with Outstanding Claims
When enabled and if the Monthly Statement Option in the Patient's Account Tab is set to 'Send After Insurance Payment, the account will show in the list of statements in the Statement Manager, but the Print checkbox will be greyed out if the account has an outstanding claim.
Works for: Statement Manager. This does not impact how Statements are printed.
Don't print 'Statement Sent' on Statements
When enabled, line items indicating a statement was printed on the account ledger are not printed on any statements.
Works for: Account Statements from Ledger or Statement Manager, Full or partial incident statements, eStatements.
Don't Print 'Claim Sent to Insurance' on Statements
When enabled, line items for insurance claims are omitted from the printed statement.
Works for: Account Statements from Ledger or Statement Manager, Full or partial incident statements, eStatements.
Print the 'Statement Message' on 'Account Statements' printed from the Ledger
When enabled, One-Time Statement Messages or Account Messages set in the Account Tab in Patients will print on statements generated from the ledger.
Works for: Account Statements printed in the Ledger.
Print Comments 'Long Description' on Statements
When enabled, the long description of a comment will print on statements.
Works for: Account Statements from Ledger or Statement Manager, Full or partial incident statements, eStatements.
Overridden by: Comments will only print if 'Show on Statement' checkbox is checked on the comment itself.
Print Charge's Unit Price and Quantity on Statements
When enabled, unit price and quantity are appended to the end of a charge item's description on the statement.
Works for: All Statements and eStatements.
Include the modifier with the procedure code
When enabled, the procedure code modifier will print next to the procedure code with a period separating them.
Works for: All Statements and eStatements.
Notes: Requires usage of the Statement Code and Diagnosis, Statement Code and Diagnosis/Installment Amount, or a custom form with the 'Statement Item Code' pull field.
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