Statement Headers

Statement headers control the office information that appears on billing statements and patient receipts. There are two areas where this information can be added or edited.

If a single statement header is needed in an account, use the Company Information section (Option 1) to store and use one consistent header.  If you have multiple Office locations and need to have different headers (often for address and contact information), you can set up Office-Level Statement Headers (Option 2).  Instructions how to set each of those is included below:

Option 1: Company Information Statement Header

1. Log in to Practice Mate or EHR 24/7.

2. Navigate to the Manage Office tab.

3. Under Company Settings, click Company Information.

4. Select the Statement Header tab.

5. Enter the Company Name, Address, City, State, and Zip.

6. Click Update to save your changes.

Option 2: Office-Level Statement Header

1. Log in to Practice Mate or EHR 24/7.

2. Navigate to the Manage Office tab.

3. Under List Maintenance, click Offices.

4. Click Add New or edit an existing office.

5. Select the Statement Header tab.

6. Enter the Company Name, Address, City, State, and Zip.

7. Click Update to save your changes.

Note: When entering an Office-Level Statement Header (Option 2), you can copy the Office Information from the Office Information tab directly into the Statement Header tab.  
Information entered at the office level overrides the Company Information Statement Header settings.

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