Step 1 – Select you search criteria and click Search Button
Choose Doctor: Select the specific Doctor for the batch of statements you are generating or leave as ALL to pull statements for all doctors.
Visit Balance Information –
Where Visit Balances have aged at least: You may want to set a balance age criteria if you don’t want to pull in patient balance for instance on patients who were just seen 5 days ago. Or simply leave this blank to pull in all patient statements regardless of age.
Where each visit has a Minimum Balance of: This option is available in case you want to set a limit for minimum balances to print. For instance you may not want to generate a bill if there is only $1.00 or less as the balance. If you wish to pull in all balances regardless of dollar amount then leave this field 0.00
Print Statement even if there is ONLY an Insurance Balance: If you wish to send your patients' statements even if the insurance holds the entire balance, mark this option with a check. Otherwise leave blank to generate statement only if the patient has a balance.
Skip if statement printed on or after: Enter a date MM/DD/YY to filter out statements printed on or after a particular date. [I.e. if you just printed statements last week, you may not want to pull in any of those statements] Leave this field blank to pull in ALL statements regardless of date last printed.
Skip Patients on Payment Plan: This feature is only available to our Orthodontic and Enterprise users. Use option to bill patients who are not on a payment plan ONLY. Leave unchecked to pull in all statements for patients will and without payment plans.
Show all payments on Multiple Billing Party Visits: By selecting this option all payments regardless of billing party will appear on the patient’s statement.
Mark Statements as Printed when removing them from the list:
YES, will add a line to the Activity at a Glance tab on the main screen of PerfectByte next to the visit tab with a line indicating a statement has been printed.
NO, will not mark the Activity at a Glance area.
ASK ME, will give you the option once the statements are printed to mark Activity at a Glance or not.
Statement Message: Enter a message for all statements being generated. This is a nice touch around the holidays for a universal greeting OR you can put a message such as “Balance due within 30 days of receipt…”
Set Printed Statement Date to be: This date will default to the last date that you printed statements. You can change the date as desired, most commonly the actual date you generated and printed the statements for mailing to your patients.
Click Search to generate statements based on the above criteria.