Statements

To view an individual’s statement of accounts, select the Statement tab (and the statement tab within this window).

Select a Statement Date from the drop-down menu. This can be retrospective (there is no need for end of month or end of period accounts processing). 

Select the period that you want the statement to cover. The default view (Current Month) displays an opening balance for items older than one month and lists details for the rest. You can choose to see details for the last [3 months], [ALL] dates or from a specified date using the drop-down menu.

Enter any Message that you want to appear on the statement. If you want a printed copy, click on the [Print Statement] button.

To control which parts of statements are seen, select the View tab (within the larger Statement tab).

If you wish to see details of how payments have been allocated, tick Allocations. If you wish to see the individual items within the invoices (patient and service details) tick Itemised Invoices. If you wish to include credits, reversals or corrections, tick the boxes as appropriate.