Generating a Patient Statement in Practice Mate

Need to send billing statements to one or more patients? Practice Mate makes it easy to generate statements with just a few clicks. Follow the steps below to create individual or combined statements filtered by patient, visit date, and more.

Steps to Generate Patient Statements

1. In Practice Mate, click on the Accounting tab.

2. Under Reports, click Manage Billing Statements  

3. Click Generate Billing Statements.

4. Select a Billing Statement Type:
   
   • Individual Statements: Shows charges for a specific patient.
   • Combined Statements: Includes charges for a group of patients.

5. Select your Visit Date type and enter the date(s).

6. Enter the Patient ID(s)
   
   • To generate a statement for a specific patient, click the ellipsis (…) and select the patient.
   • To generate statements for all patients, leave the Patient ID and Visit ID fields as (all).

7. (Optional) Enter a specific Minimum Balance Due to only generate statements where the balance due is above a certain amount.

8. (Optional) Enter Billing Statement Comments to add text to your billing statements below the line items.  These comments often include payment instruction details or thank you messages to patients.

9. Click Generate.

10. Click the Billing Statement List tab to view, save, or print generated statements.

Please Note:  

• Viewing a billing statement in the Billing Statement List changes its status to Viewed/Printed.

• By default, the Display Filter is set to Status: New and Billing Statement Type: Individual. Adjust the Status and/or the Billing Statement Type to see other Billing Statements.  

• The format of your Billing Statements can be changed under Manage Billing Statements > Billing Options

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