Cloud-Based Medical Office Software & Billing Services User Forum Medisoft Printing statements for patients that are coming in that day (at the same time)

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  • #41908
    Robert Gabriel
    Keymaster

    Normally, I have to print each patient (if they have a balance) separately. I would like to print the entire days worth of patients statements all in the morning. It's very time consuming to do them separately. Anyone know if it's possible?

    #41955
    Robert Gabriel
    Keymaster

    The Advanced and Network Professional versions of Medisoft will let you print groups of statements in Statement Management (under the Activities menu).  You can select the date of service (Date From) and the statement total range in the data selection questions, as well as several other criteria.If this isn't quite what you were looking for, please feel free to call Microwize support at 800-955-0321, option 2 for further assistance.

    #41956
    Robert Gabriel
    Keymaster

    Hi Allison.If you go to Activities - Statement Management, once the windows is open, you have the option 'Create Statements' (with a green plus symbol).That option allows you to print a group of statements that have not been created and also you can select the type of statement and range of dates. Just make sure you select the correct information of what you want to create.Now, if you leave the range blank, means you want to create everything that has not been created.You can run this every morning, and you don't have to spend time going to each patient.Hope this to be helpful for you.

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