Batch Client Statements, Superbills, and Flexible Statements

There are several types of statements that can be generated for clients. If you are in a group practice, statements can be produced for a particular therapist or produced for the practice as a whole.

content_copy Batch Option:

  • Statements

description Individual Statement Options:

Statements can also be produced for a single client, or produced as a batch for all clients with outstanding balances. 

Additionally, if you have elected in your patient portal settings to allow clients to view account balances, they will, by default, be able to view every session charge and payment made on their account

In this Article:

Batch Statements

shield_person Required Role:

Owner, Manager, Biller, or Therapist with Financial Access

To create Batch Statements for the practice or a particular provider in your group practice, go to:

  • Billing & Insurance (left menu)
  • Then click on the button

Select All therapists if you wish to create a practice-wide statements batch, or select a particular provider (or a few) you wish to create statements for. 

Next, select the type of conditions you wish to produce your statements by, either:

  • Clients with a client responsibility
  • All clients with non-zero balance
  • All clients seen regardless within a date range

Make additional selections on the page about how you wish to deliver statements, and if you will have a custom message printed at the bottom of the statement. You can also opt to include or exclude a return page. 

The next screen will provide you with an aging report of the clients included in the client criteria from the first page.

  • You may de-select any client(s) that you do not wish to include in the batch, or mass select all/none with the top left checkmark.
  • You may add a custom message on the statement for a particular client on this page as well (far right)

Any clients checked with the ‘ e-Delivery’ option will be notified via email that they have a statement available in their patient portal immediately after you finish generating this batch of statements.

Once you click you will then see a preview of all the statements set to be generated (review them to ensure you haven't missed a client).

Make a mistake? Want to make a change?

If you decide you want to change a statement setting, or add/remove a client from the list of statements to generate, click the top center button to go back a step in the process.

After clicking you will receive confirmation that the electronic delivery of the statements was completed.

You can now download a PDF version of the entire batch of statements, or print the paper statements as well.

Review Previously Generated Statement Batches

You can review recent statement batches and re-print or download the pdf by going to:

  • Billing & Insurance (left menu)
  • Click within the bottom right Statements section to open up the list:

You should now see a list of statements you’ve produced in the past 30 days.

filter_alt tune You Have Options: Filters!

Edit the filters Statement Date or Therapists by clicking on them, then click when finished to refresh the list with your updated filters.

Generate a Statement for a Single Client

info For more information, check our article on Individual Statements, Superbills and Flexible Spending Statements.

View or Delete a Statement: Client Billing Screen

Whenever a client has had a statement produced on their account, the statement is listed on the Billing tab on their profile:

Clicking on the statement in the billing screen will open up a PDF copy of the statement that was provided to the client in a new browser window.

cancel_presentation Not seeing the statement?

If you clicked on the statement but it didn't load, please review our article on enabling pop ups for just our website

Delete a Statement

If you wish to delete a statement, on the same line click on the far right trash can icon: delete

It will delete the statement from the patient’s account and they will no longer be able to view it in the patient portal.

Download or Print a Statement

Most browsers provide handy built-in PDF controls directly in the browser at the top right corner! From there you can download/save it as a PDF, or print it with the icons shown below (screenshot from Google Chrome):