Print Patient Statements

When a patient asks for their statement at the end of a visit, you can download a clean PDF to print and share.

Open the patient’s profile.
Click Download Patient Mail Statement in the header (also labeled Download Statements).
Open the downloaded PDF, then print and share it.

The PDF includes several ways for the patient to pay, from a mobile-friendly QR code to mailing in a check.

Can I download statements for more than one patient at once?

Yes. The Download Statements drawer lets you select multiple patients (and optionally a date range) and download their mail statements together.

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