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:
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.