The Statement button also includes other Reports available for the Patient file. These other reports can be created using the same criteria as Statements. They can be done for single Patients or an entire Family; they can be done for any Date Range and can have Messages appended.

• Summary Tax Receipt: creates a report showing a summary of a Patient’s total payments for the selected date range. This report is useful for income tax purposes, in most cases.
• Detail Tax Receipt: creates a report showing a summary of a Patient’s total payments for the selected date range, however this option filters the report showing specific dates and Payments for those dates. This report is useful for income tax purposes, in most cases.
• PIF Plans: creates a report showing all charges with a corresponding Payment, regardless if a Payment had been entered or not.
• Charges Only: creates a report showing only charges on a Patient Account.
• Invoice: creates a Statement of the Patient Account, with INVOICE printed at the top – usually used for Patients who owe money on their account.
• SuperBill: (US only) creates a Superbill report for Insurance purposes in the US
• HCFA: (US only) creates a HCFA form for Insurance purposes in the US

Previous Page: Statements

Next Page: Statement Messages