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At a Glance

Patients receive statements by text and email by default, but some prefer paper. Here’s how to mail a one-off paper statement.
Mailing a paper statement costs your practice $1 per statement (unless your contract states otherwise).

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How to Do It

  1. Open the patient’s profile and, on the Charges tab, click Pay Balance. (Disabled if the patient has no balance.)
  2. Choose Request via Paper Statement.
  3. Click Confirm. The statement is generated and mailed within 24 hours, and typically arrives in 3–5 business days.

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Alternate Address

You can set a statement mailing address in Insights without changing the patient’s EHR record. Open the patient’s profile, click Edit, and fill in the Statement Mailing Address (basic identifying info like name or home address is still edited in your EHR).

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FAQ

Yes. Click Download Patient Mail Statement at the top of the patient’s profile to preview the mailed statement.
$1 per statement mailed, unless your contract states otherwise. Reserve paper for patients who don’t respond to digital statements.