You can create two different kinds of statements for clients as needed. The names of the statements are Balance Forward and All Open Items.
Statements are created from a client's chart from the Invoices and Statements tab.
Click on + Statement as shown above.
Balance Forward Statements
The default statement is the Balance Forward Statement. You can create the statement to include the client's and/or insurance billing information. You can specify a date range, statement date, terms and add a note.
The following shows the Statement recipient drop down.
You can choose the client, insurance provider if applicable or All Recipients. The All Recipients statement will include all transactions for both the client and their insurance provider. It is most common to create a statement for the client only to show their charges and payments in the given date range specified.
Please note: For the most accurate statement, the client and insurance charges, plus any payment that were recorded for those charges must fall within the date range selected. You might have to adjust the date range to get the results you're looking for.
Here is an example of a Balance Forward statement for Willard only:
Here is an example for Willard and Aetna combined:
All Open Items Statements
Change the Statement Type dropdown to All Open Items.
This statement will show all of the charges that have not been paid by the client, their insurance provider or both. In this example we are going to create a statement to show all the invoices that haven't been paid by only Willard. Select Williard as the recipient, Statement type should show All Open Items, specify the statement (default is today's date) and terms. Add a note if needed. Click the Create button when done. Here is the resulting statement:
At this point, you can send a copy of the statment to the client using TherapyMate's Messages feature or print it to paper.
Where Past Statements are Stored?
After a statement is created, it is stored in the client's chart under Statements as shown below: