How to Include Notes on your Patient Statements

You can add messages such as "To set up a payment plan, please call xxx-xxx-xxxx", "Your Prompt Payment is Appreciated" or anything else you would like to send out on your patient statements.

Follow the steps outlined below:

1. Hover the cursor on the Billing tab and select Patient Statements 
2. Select the pencil icon just to the right of the option Include note in statement

        3. A Statement Note text box will appear that will allow you to enter your custom message.  Once done, press Save.

Once the changes are saved, the notes will show on your patient statements.

Please note: The notes added are for one-time use, so if you would like them to carry over from month to month, they will need to be added just before running/printing patient statements.

This feature is implemented to avoid incorrect or outdated notes going out on a patient statement without your knowledge.

Here is a video that will walk you through including notes on your patient statements.