Introduction

Users have the ability to generate and print batch statements. 

• All statements generate in a single PDF.  If you do not desire to print all statements, you can select specific pages.

Step by Step

• Navigate to the menu, located on the top left-hand side

• Select Revenue

• Navigate to the green bannered Post a payment button located on the top left-hand side.

• Click on the drop down arrow.

• Select Generate patient statements batch 

NOTE: A pop up notification appears to confirm that the PDF is being generated. As stated on the notification, this process can take up to 10 minutes. A task is generated and assigned to the user that opted to Generate patient statements batch.

NOTE: The task is also accessible from the panel view as it is visible on the overall task list

• Click on the Task icon

TIP:  The Task icon indicates when a new task has been assigned to the user; this is indicated by a red badge above the task. 

• Find the desired task within the Task List

• Select View

• Print the statements and download, if needed

• Select Done on the task

Resources

Print Batch Statements