Related Articles
Statement/Invoice Profiles Setup
Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...
Create Receipt and Post Invoice Payments
If you intend to use Invoices or Post Invoice Payments, you must add the System Setting: Admin > System Settings > General > Invoice - Activate Invoice Billing > Yes. Even if you do not send invoices, the System Setting must be set to Yes to post an ...
Access Statement/Invoice Batches
Access Statement/Invoice Batches Use the Navigation Search field Enter stb in the Navigation Search field and enter The Statement Batch History screen displays If you know the Statement Batch number, enter stb space and the statement batch number ...
Statement Samples
There are several Statement samples that can be used for your Statements. Statement Samples are shown below To download or print the Statement samples, select the attached files at the bottom of the screen.
Invoice: On-Demand
Invoice: On-Demand Send an On-Demand Invoice outside of your usual cycle From the Statements Management Dashboard, select the Create On-Demand Batch button. Batch: Choose Invoices. Employer or Employer Group: Use the Lookup to select the Employer. ...
