Patient Statements

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PamelaJ0203
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Joined: Thu Jul 29, 2021 11:46 am

Patient Statements

Post by PamelaJ0203 » Wed Aug 04, 2021 10:41 am

I took on a new position last year and have never worked with Medisoft before. No one in the office is familiar with the billing side of the system, the billing manager of 20 years quit with no notice, so I have been figuring things out on my own. When I send patient statements I go to reports> patient statements> remainder statement with CC and I run the reports there. Is there a way for me to see when the last statement was created or how many statements have been sent to the patient?

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Gavin Walker
Posts: 4640
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Patient Statements

Post by Gavin Walker » Mon Aug 16, 2021 3:58 pm

You could very easily if you have Medisoft Advanced or Network Pro and you print your statements from the Statement Management window. Otherwise you can go to Transaction Entry and click the sideways Charges tab on the right side to see the statement last printed date.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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