Q - Why do the statements show ‘PROCEDURE’ as the description?
A - If the procedure code library does not have a description for the procedure code, the program will use a generic description. See Procedure Code Library for information on entering codes and descriptions.
Q - Why doesn’t the statement screen list patients with a credit balance?
A. Statements are to collect money from patients and not to refund money. The Patient Ledger report could be used when providing refunds. The Patient Receipt report is helpful to document payments already received.
Q - How do I prevent a patient from receiving a statement?
A - If you do not want to send statements to a patient even if they owe a balance, open the patient record and check the ‘Don’t Send Statements’ check box in the Statement Information area.