How do I print a Client Statement?

Option 1: Billing

Printing client statements are easily accessed by following these quick steps.

Click Billing & Insurance from the left-hand menu. Click Create Statements. Add 'Therapist' information and define additional options. Check the top 'Client' option, which de-selects all clients. Check the desired client box, then the button.

Generated statements are found under the 'Account Statements' section. Click View to print.

**NOTE: If the new window does not open please check the pop up settings for the internet browser being used:

Chrome: https://support.google.com/chrome/answer/95472?co=GENIE.Platform%3DDesktop&hl=en

Firefox:https://support.mozilla.org/en-US/kb/pop-blocker-settings-exceptions-troubleshooting

Safari:http://osxdaily.com/2019/02/05/how-allow-pop-up-windows-safari-mac/

Option 2: Client Profile

Another way to generate and print a client statement is through the client profile screen.

Click My Clients from the left-hand menu. Locate the client name. Click Billing from the top tabs. Select Create Statement, making sure to select the appropriate Therapist (one at a time). 

To view and print the generated statement, click Billing & Insurance from the left-hand menu. Generated statements are found under the 'Account Statements' section. Click View to print.

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