No Statement - Account Setting

All patient accounts will receive a monthly statement if there is a patient balance due unless the statements are manually stopped. This is done by indicating “NS” (No Statement) on the account. Once an “NS” is placed, statements for that account will not generate until it is manually removed.

Patient Statement Checkbox

  1. Navigate to a patient’s account page.
  2. Select Edit positioned at the bottom.
  3. On the Responsible Party tab, locate the Patient Statement entry.
  4. Remove the checkmark.
  5. Click Save.

No Patient Statement Listing Report

Open the Reports menu, select Patient Reports, and then choose No Patient Statement Listing.

This report displays all the accounts that are set to not receive any statements. We recommend that you review this report periodically to ensure that all patients who should be receiving monthly statements for their balance are.

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