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When first using Statements Manager, you will need to review the Setting Up Statements Manager section to configure everything to fit the needs of your office. The majority of this set up only applies for the first time you run Statements Manager. On subsequent visits, these options will have been set and unless there is a need to change them, you shouldn't need to re-configure these settings and you can go immediately to Printing A New Batch Of Statements.
For a comprehensive list of all options in Statements Manager, please refer to the Managers - Statements article.
Only a few of these options impact how your statements actually look. For a variety of options controlling the appearance and content of your statements, please refer to Preferences - Statements.
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Printing a new batch of Statements
Setting Up Statements Manager
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In the Statement Message tab, you can set a global statement message to be printed by checking the Print Global Statement Message box and filling out the text field.
You can also print Accounts Receivable messages if the account in question is overdue by checking the "Print A/R Message" and adjusting the text fields at the bottom of the window.
These options are designed for messages that you want to display most if not all of the time. For specific account messages, or one-time messages, refer to the Setting an Account or One-Time Message section.
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Congratulations! You just set up Statements Manager! Now it's time to use it.
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There are several options available to print statement messages from Statements Manager. First, if an Account Message is already set on the account's Patient > Account > Account Message, it will pull automatically into the Account Message field in the lower right.
You can select a pre-set Statement Message by clicking the drop down "Set Statement Message" menu. To add Statement Messages, navigate to References > Statement Messages.
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If you want to print a one-time message, check the "One Time Message" checkbox, and then type in the message below the checkbox.
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