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Managing Statements

Overview

The Statements section provides a centralized view of all medical billing statements. Users can search, filter, and review statement details, including balances, due dates, and payment arrangements.

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Step 1: Navigate to the Statements Section

Click "Statements" from the left sidebar menu.

The Medical Billing Statements page will display all patient billing records.

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Step 2: Understanding the Statements Table

Each row in the table represents a billing statement with the following details:

Copy of Table 1

Copy of Table 1

Column Name

Description

Account Number

Unique identifier for the patient’s account

Guarantor Name

Name of the responsible party for the bill

Total Amount

Full amount charged on the statement

Remaining Balance

Amount still due after payments

Added Date

Date the statement was created

Due Date

Date payment is expected

Payment Arrangements

Displays active payment plans (e.g., $96.33/month, 3 months remaining)

Actions

Options to View, Print, Send, or Make a Payment

There are no rows in this table

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Step 3: Searching & Filtering Statements

Use the Search Bar (top right) to find statements by:

Account Number

Patient Name

Guarantor Name

Click the Sort & Filter options (if available) to:

Show Only Unpaid Statements

View Statements with Active Payment Plans

Filter by Due Date or Amount Range

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Step 4: Viewing a Statement

Locate the statement you want to review.

Click the "View" button under the Actions column.

The detailed statement view will display:

Full breakdown of charges

Previous payments made

Remaining balance

Due date & payment history

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Next Steps:

Once a statement is reviewed, users can take further actions:

Set Up a Payment Plan → (See "Setting Up & Managing Payment Plans" guide)

Print or Send a Statement → (See "Billing Statement Actions" guide)

Make a Direct Payment → (See "Making Payments from a Statement" guide)

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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

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) instead.