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Occasionally a patient will request their statement at the end of an appointment. For those times, you need a nice clean statement you can print and share.
Here’s How to Do It
- Navigate to the patient’s profile.
- Click the ‘Download Patient Mail Statement’ button in the header.
- Open the downloaded PDF to view the statement. You can then print and share it with the patient.
And You’re All Set!
The PDF statement provides several methods to pay, ranging from mobile-friendly QR codes to good old fashioned mail-it-in checks, so there’s something for everyone. 