Printing or Exporting Client Statements

You can bulk review and print/export client invoices by going to the Billing tab in the left-hand navigation:

By default, just clicking the Search button will generate a list of all Dates of Service (DOS) that have open balance due insurance or client. Only client balances have checked boxes.

Those DOS with client balances will have a checkmark next to it.

A few notes on the headings:

• Client – Client Name
• Note – Add a note to the bottom of the statement.
• Invoice – Click here to see a line-by-line breakdown of a client’s balance for that DOS
• Svc Date – Date of Service
• Last Stmt – Last time statements were exported with “Without Update” unchecked (more on that below).
• Charge – Total Charges
• Adjust – Total Adjustments
• Paid – Total Payments
• Balance – Remaining Balance
• Prv – “Previously Billed.”
  • A negative number indicates how many times insurance has been billed
  • A positive number indicates how many times a statement has been generated with “Without Update” unchecked.
  • No number indicates this DOS has not been billed to insurance or client.
• Sel – “Select.” Any checked DOS will be included on that client’s statement when exported.

Action Buttons

• Select All – Selects all DOS in the list
• Clear All – Deselects all DOS in the list
• Force Balance to Insurance – If a DOS is incorrectly showing Due patient due to processing issues or human error, this will force any checked DOS back to being due Insurance.
• Download Selected Statements (PDF) – Downloads statements in a PDF Format
• Download Selected Statements (CSV) – Downloads statement details in a line-by-line CSV format (good for invoicing companies to utilize).
• Without Update – Unchecking this box will update the “Prv” column and add a “Stmt Date” stamp. Only uncheck this when you are using Prv and Statement Date for tracking purposes.