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.

This article covers how to create a batch of standard statements.

content_copy Batch Option:

description Individual Client 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

Work top to bottom with our statement walkthrough.

First, specify the Therapist(s)

  • 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, including:

  • Statement delivery preference
  • Practice or Provider information included
  • Return Address
  • Using client legal vs. preferred name
  • Including a statement message (all clients)
  • Whether to include a physical return page (for payment)


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


  • De-select or select any client(s) for statement creation with the checkmarks in the far left column
  • Mass select all/none with the top left checkmark box
  • Add a custom message (optional) on the statement for a particular client (far right)

Any clients checked with e-Delivery option checked will be notified via email that they have a statement available in their patient portal immediately after finishing the statement batch

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.

  • Click to return to the Billing Dashboard
  • Click to download a PDF of all the generated statements to your computer

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 by clicking the active filters (top left) or the button (top right)

At the top right you'll also see another option:

→ To export the statement report as either a PDF or CSV (spreadsheet) file.

Beneath that, to the right of each statement batch listed you'll see two buttons:

download → To download the statements (PDF file)
print → To print the statements

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.

Example:


cancel_presentation Not seeing the statement?

If you clicked on the statement but it didn't load, you may have pop ups disabled. 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

You can also use File → Print or File → Save As with the top browser menu.

Example from Google Chrome: