View Billing Parameters screen, view Billing Statement printout.

Billing Statements may be printed for a single account, or in bulk. To print a statement click on the Billing button from the Main Menu. The Billing Parameters screen will open. This screen has several options to control who will receive billing statements, and how those statements will be formatted. The program generates three types of billing statements: a plain paper statement (which is the default), an electronic billing statement, and a pre-printed statement from Topform Data.

Multiple or Single Statements
The Multiple and Single Statement option buttons appear on the screen with Multiple as the default. When Multiple is selected, the From and To alphabetic range text boxes are visible. The alphabetic range defaults are from A to Z. You may modify this if desired. The alphabetic range refers to the last name of the account's responsible party. If you want to print a statement for a single account, click on the Single Statement option button. The familiar Patient Search screen will appear for you to select which account will be printed. You will also notice the alphabetic range text boxes will disappear since an alphabetic range is no longer relevant. Other options will also modify when in the Single Account mode.

Most of the major modules in the program (such as Posting, Recall, etc.) allow you to jump directly to Billing with the Airplane button. When you access Billing in this manner, you will be brought to the Billing Parameters screen in the Single Statement mode with the current patient already selected. In addition, if you are coming from Posting, the Include Procedures How Far Back will be set to Today Only, which is the Walkout Statement format. 3 Months is the usual default setting for this option. When the Single Statement option is selected most of the limiting options (that are about to be discussed) that would ordinarily prevent certain statements from printing will be ignored. Single Statements can always be printed for any account, regardless of that account's status.

Print If Due Now = 0
The normal mode for statement printing is to NOT print statements for accounts where the Due Now amount equals zero (or is less than zero). The Due Now amount is the amount that you are expecting the patient to pay now. If you send the patient a statement with a Due Now amount of zero, the patient will assume no payment is required. And this is true. Mailing the statement is essentially meaningless (financially speaking). If you wish to override this option, click on the Print If Due Now = 0 check box. With this option checked, accounts with zero Due Now amounts may be printed. For example, an account with a Total Balance of $100 and a Due Now amount of zero will print if this option is checked. However, an account with a Total Balance of zero and a Due Now amount of zero will not print. Accounts with a zero Balance will not print. The option controlling the Balance will now be discussed.

Print If Total Balance = 0
The normal mode for statement printing is to NOT print statements for accounts where the total Balance equals zero (or is less than zero). The Total Balance represents the total amount owed on an account. That is what the responsible party is ultimately responsible for. Sending statements to accounts with zero balances (or credit balances) is usually not done. However clicking on the Print If Total Balance = 0 check box will override the default and allow printing of zero balance statements.