We know how busy your clinic can get so Genie has made it quick and easy to create Patient Statements outlining details of patient's past services. These can be sent off to Medicare or to simply provide your patients with a list of the services they've had.
There are two main steps to printing out your patient statements - locating invoices and printing the statement. The below sections will outline the process for these steps so that you can get your printed patient statement right on the first go.
Firstly you will need to find the patient you wish to print the statement for. This can be from their record in the Appointment Book, the Patient list (Open> Patients) or from the Account Holders (Open> Account Holders) window.
Once you have selected the patient, you can either right click on their record and select Account History or highlight their record and navigate to Billing > Account History.
Once you have opened their Account History window you will see a list of all existing invoices for this patient.
In the left column, highlight the invoices you would like to include by using Shift+click (to
highlight multiple adjacent invoices) or Ctrl+click (to highlight multiple non-adjacent
invoices). Once you have highlighted these invoices, you will see the individual item numbers
appear in the right column
Highlight the individual item numbers you would like to include in the statement using the
same Shift+click/Ctrl+click methods.
In the example below, we can see an item number from 2018 that we don't want to include in Williams’s statement for Medicare claiming. To exclude this, we refrain from highlighting the
Compare your number of items in the prompt with your list of items in the Account History, if
this looks correct, click on OK. If it looks like too many or too few simply press Cancel and try again.
Each item on your statement will include the information below:
Note: If you have selected invoices for multiple providers, each of the providers’ invoices will be displayed on separate pages.
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