Printing Statements

Print account statements to send to outstanding debtors.

Procedure

  1. In the Main menu, click Reports > Statements.
  2. In the MedicalDirector Pracsoft Statements of Accounts Rendered window, enter the selection criteria for the accounts for which you want to print statements. Common selection options are:
    Effective date
    The date used to calculate dates and overdue days for this statement.
    Minimum amount
    Print statements with an outstanding balance equal to or greater than this amount, for example, only print outstanding accounts owing a minimum of $300.
    Exclude items billed after this date
    Items billed after this date are not included in this statement.
    Overdue days
    Only print accounts that are overdue by this number of days or more, for example 30 days, relative to the effective date of this statement.
    Include private account
    Whether to print statements for institutions only or for private accounts and institutions.
    Include inactive patients
    Whether the statement should include inactive patients as well as active patients.
    Statement letterhead
    The letterhead to be printed at the top of this statement.
    Statement text
    Any other text to be printed at the top of this statement, for example, 30DAY.
    Specify a range for the first letter of Surname
    The alphabetic range of letters to be used when searching by surname, for example, from A to C.
  3. Either:
    • Click Summary to print a summary of the statement information.
    • Click Print to print statements to your default printer.
    • Click Close to close without printing any statements.

Results

Reports that match the selection criteria are printed.