1. Overview
Purpose:
This report shows all patient statements sent out during a selecteddate range
Target Audience:
Front desk staff, admin
2. Report Location
Navigation Path in System:
Reports >> Billing Reports >> Practice Reports >> Patient Statements
3. Report Filters & Parameters
| Filter Name | Description |
| Select Locations | Restricts the results to one or more locations |
| Report Date Span | Restricts the results to a selected date range |
4. Output Columns
| Column Name | Description |
| Account# | Account number of the patient |
| Patient Name | Name of the patient |
| DOS | Date of Service |
| Procedure Code | Procedure Code |
| Description | Description of the procedure Code |
| #Statements Print | Number of statements printed |
| Last Print Date | Date on which the last statement was printed |
5. Report Grouping / Sorting Behavior
Grouped by Patient, sorted by Patient Last name
6. Export Options
Available for export in PDF, Excel and CSV format
7. Special Notes / Tips
- Minimum of one location to be selected to run this report
8. Sample Screenshot
9. Version History
| Version | Date | Description |
| 1.0 | 2025-08-11 | Initial documentation created |
