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Statements

Statements

 

There are two ways to print statements in Aeris Basic. To print a batch of statements, use the menus and select:

 

        Billing > Patient Statements

 

This menu option lets you print a batch for a single, selected provider or for all providers at once. When you make this selection, the Statement Options screen opens.

 

The other way is to select Patient Statement is from the Print button popup menu (or right-click popup menu) on the patient list. These selections also bring up the Statement Options screen, this time with the provider selection fields disabled.

 

 

The above screen is the options screen you get when you print batch statements.

 

Print one provider

When not checked, this will print a batch of statements for the patients of all providers. When checked, it will print the batch for the patients of only the selected provider. Use the drop list to select the provider to print. When printing single patient statements, this check box and drop list will be disabled.

 

Starting Date

This is the starting date of transactions that will appear on the statements. This will default to the first day of the previous month. You can press F2 or right-click to select a date from the popup calendar.

 

Closing Date

This is the final date of   transactions that will appear on the statements. This will default to the last day of the previous month. You can press F2 or right-click to select a date from the popup calendar.

 

Use the upper portion of the statement as a payment coupon

To let your patient's use the top third of the statement as a payment coupon, check this box and enter a message to print above the dotted line.

 

Message

This is the message that prints above the dotted line on the statement when the top part is used as a payment coupon.

 

Print statements with a zero or credit balance

Remove the check in this box to exclude statements that have a zero balance or credit balance.

 

Print statements with no transaction activity

To exclude statements where there are no transactions in the statement period, remove the check in this box.

 

Inches Up or Down

Text and graphic elements are handled separately by Windows printer drivers and they don't all position them the same way. This setting lets you move the lines and boxes up or down so that they are aligned correctly with the text. You can move the graphic elements in increments of 1/1000 of an inch.

 

Keep Active

A progress window will be displayed while the statements are being printed. To keep this window always on top of other windows, check this box.