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 / Anatomy of a Statement 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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The Statement 2 Column form includes a Charges column and a Payments column along with a Patient total and an Insurance total.
Statement 2 Column is a Finance Charge Information form.
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Statement 2 Column/Installment Amount
The Statement 2 Column/Installment Amount form includes the same information as the Statement the Statement 2 Column formColumn form, but uses a Minimum Amount Due Total in addition to the Patient Portion total and Insurance Portion total.
Statement 2 Column/Installment Amount is a Finance Charge Information form.
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In addition to the information listed on the Statement the Statement 2 Column, Statement 4 Column includes Insurance and Patient Column includes Insurance and Patient Portion columns. The resulting column order is Insurance Portion, Patient Portion, Charges, and Payments.
Statement 4 Column is a Finance Charge Information form.
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The Statement 4 Column/Installment Amount form includes the same information as the Statement the Statement 4 Column formColumn form, but uses a Minimum Amount Due Total in addition to the Patient Portion Total and Insurance Portion Total.
Statement 4 Column/Installment Amount is a Finance Charge Information form.
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Statement 5 Column
In addition to the information listed on the Statement the Statement 4 Column, Statement 5 Column includes a Balance column to add a running total for each statement item. The column order has also been formatted to put the Payments column next to the Balance column. The resulting column order is Charges, Insurance Pending, Patient Portion, and Payments/Credits, and Balance.
Statement 5 Column is a Finance Charge Information form.
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The Statement 5 Column CC form includes the same information as the Statement 5 Column, but replaces the Finance Charge information with Credit Card information.
Statement 5 Column CC is a Credit Card Information form.
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The Statement 5 Column/Installment Amount form includes the same information as the Statement the Statement 5 Column formColumn form, but uses a Minimum Amount Due total in addition to the Patient Portion Total and Insurance Pending Total.
Statement 5 Column/Installment Amount is a Finance Charge Information form.
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Statement 5 Column CC/Installment Amount
The Statement 5 Column CC/Installment Amount form is a combination of the Statement the Statement 5 Column CC and Statement CC and Statement 5 Column/Installment Amount formsAmount forms, including both the Credit Card Information and the Minimum Amount Due total in addition to the Patient Portion Total and Insurance Pending Total.
Statement 5 Column CC/Installment Amount is a Credit Card Information form.
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The Statement CC (Credit Card) form presents a visual and format departure from the previous forms, but offers essentially the same information with the addition of Credit Card Information. The resulting order of the columns is Patient is Patient Name, Provider Provider, Charges, Credits, and Balance.
Statement CC is a Credit Card Information form.
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The Statement CC/Installment Amount form includes the same information as the Statement CC form, but uses a Minimum Due total in addition to the Total Balance.
Statement CC/Installment Amount is a Credit Card Information form.
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The Statement Code and Diagnosis form includes columns for for Code and Diagnosis. Additional columns include Patient include Patient Name, Provider, Charges, Credits, and Balance.
Statement Code and Diagnosis is a Finance Charge Information form.
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The Statement Code and Diagnosis/Installment Amount form includes the same information as the Statement the Statement Code and Diagnosis formDiagnosis form, but uses a Minimum Due total in addition to the Total Balance.
Statement Code and Diagnosis/Installment Amount is a Finance Charge Information form.
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Statement Expected Insurance
The Statement Expected Insurance form adds an Expected Insurance column to the statement along with an Expected Insurance Total in an Expected Insurance Total in the Total box. The Total box also includes totals for the Grand Total and Please Pay This Amount Total.
Statement Expected Insurance is a Finance a Finance Charge Information form.
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Statement Expected Insurance/Installment Amount
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Statement Expected Insurance/Installment Amount is a Finance a Finance Charge Information form.
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Statement FC CC
The Statement FC CC (Finance Charge Credit Card) statement form includes the same information as the Statement CC form: Patient Patient Name, Provider, Charges, Credits, and Balance Columns, with the addition of Finance Charge Information.
Statement FC CC is a Finance a Finance Charge Information form and a Credit Card Information form.
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The Statement FC CC/Installment Amount form includes the same information as the Statement the Statement FC CC formCC form, but uses a Minimum Due total in addition to the Total Balance.
Statement FC CC is a Finance a Finance Charge Information form and a Credit Card Information form.
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The Statement Pending Insurance form adds a Pending Insurance column to the statement along with a Pending Insurance total in the Total box.
Statement Pending Insurance is a Finance a Finance Charge Information form and a Credit Card Information form.
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The Statement Pending Insurance/Installment Amount form includes the same information as the Statement the Statement Pending Insurance formInsurance form, but uses a Minimum Due total in addition to the Total Balance.
Statement Pending Insurance/Installment Amount is a Finance Charge Information form and a Credit Card Information form.
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