TheraNest users with Billing Permissions have the ability to create client statements. Client statements show all invoices created and payments collected in the date range set. You can choose to filter your statements by Service Date or Invoice Date.
Client statements can either be created individually or in batches across multiple clients. To create statements in batches. Follow the steps below to learn how to create client statements in batches.
- Go to Billing > Batch Statements
- Choose how to filter your date range: Service Date or Invoice Date
- Set your date range
- Mark the box for any statements you wish to exclude
- Click Generate Statement
Our statements are designed to fit #10 Window Envelopes (4 1/8 x 9 1/2)
Explanation of Fields
Previous Balance refers to the client's starting balance before these selected dates. The statement captures all changes to the client's ledger during the date range, and shows an ending balance for this period, the Statement Balance, based on the end date selected.
If a client or insurance balance is a negative number, then there is a credit on the client's account for the selected date range. If a client or insurance balance is a positive number, then there is a balance due that the client or insurance owes.
Under the Clients Statements grid, each column header can be clicked individually to sort by the header data; ascending or descending. Search for specific clients in the Client header's search field.
Print or Email Client Statements
Check next to the clients you'd like to generate statements for, or select all by clicking the checkbox in the Client header.
Once checked, you'll see the number of statements selected on the right in the Print and Email to Client buttons.
Once either button is clicked, a pop-up message will appear with options to adjust the Statement Date, add a statement message, show the client's insurance and personal info, and display a preferred name.
Based on your selections, your note, and the client's insurance and personal info will appear will appear at the bottom of the printed or emailed statement.
After clicking Email to Client and then Email Statement on the following pop-up window, a message will appear notifying you if there is a problem sending any statements. Click View Details to see specifics.