On-Demand Statements
The On-Demand Statement option gives you the ability to produce a Statement outside of Cycle Billing.
Create an On-Demand Statement
- Choose Statements on the Left Sidebar menu.
- On the Statements Management Dashboard, select the Create On-Demand Batch button.
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- 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].
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Upload or Print/Preview a Single Statement
An On-Demand Statement can be Uploaded or Printed.
Upload a Single Statement
- Uploading a single Statement is the same as uploading a Statement Batch containing multiple statements.
Print/Preview a Single Statement
- On the Statements Management Dashboard, select the Statement Batch number in the Statements Batches to be Sent/Processed panel.
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- 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.
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- 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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