On-Demand Statements/Print or Upload

On-Demand Statements

The On-Demand Statement option gives you the ability to produce a Statement outside of Cycle Billing.

Choose Statements on the Left Sidebar menu.
On the Statements Management Dashboard, select the Create On-Demand Batch button.

On the Batch Statements: On-Demand Batch pop-up, select Statements or Invoices from the Batch dropdown.
Enter the Patient ID or Guarantor ID or use the Lookup icon.
If you want to include all patients with this Guarantor, select the checkbox.
Enter other Filter Criteria if applicable.
Select Create Batch [F2].

An On-Demand Statement can be Uploaded or Printed.

If the On-Demand Statement is marked as mailed, the Dunning Message count increases by 1 as it would with a Cycle Batch.

Uploading a single Statement is the same as uploading a Statement Batch containing multiple statements.

On the Statements Management Dashboard, select the Statement Batch number in the Statements Batches to be Sent/Processed panel.

Mark the Batch as Mailed and Increase Dunning Count: Select the box for batch status to be updated to mailed and to increase the Dunning Count.
Sort by is not applicable for On-Demand Billing.
Select Run.

Choose the Print icon to print the PDF view that is displayed. The format for locally printed statements is not the same as the Uploaded Statements.

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