An eStatement is a patient statement sent electronically to a third-party company who then prints and mails the statements to the patients. MacPractice eStatements are sent to a company named DMA. eStatements are a purchased option and enrollment is required. eStatements are generated by using the Statements Manager in MacPractice and clicking the Print eStatements button.
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Getting Started
If you are interested in utilizing the eStatements feature through MacPractice, please contact MacPractice Enrollments at enrollment@macpractice.com.
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From here we will review the eStatement sample with the office and make any necessary changes to formatting. Once the sample has been signed and retuned to DMA the office will be able to send statements after 1 business day.
DMA Portal
Clients will have the option of using DMA Portal. The portal allows the office to view images of the statements that were sent to patients and to view a few reports regarding eStatements. This feature will become available (on average) 24 hours after sending statements for the first time. The eStatements trainer will set this up for the office on request and can not be accessed without a username and password that is provided by MacPractice.
Preferences for eStatements
After you have purchased the eStatement feature and have gone through the enrollment process, MacPractice Support will assist you in setting up your Preferences.
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The Username and Password will be provided by MacPractice.
How To Send Your eStatements
To generate the statements please view the Statement Manager documentation. This should explain the different filter options in detail. Once the statement filters are set to your preference, click the Apply button to generate statements. To create the batch and send to DMA click the Print eStatement button.
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