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.How to Do It
- Open the patient’s profile and, on the Charges tab, click Pay Balance. (Disabled if the patient has no balance.)
- Choose Request via Paper Statement.
- Click Confirm. The statement is generated and mailed within 24 hours, and typically arrives in 3–5 business days.
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).FAQ
Can I see what's on the paper statement?
Can I see what's on the paper statement?
Yes. Click Download Patient Mail Statement at the top of the patient’s profile to preview the mailed statement.
When should I send paper instead of digital?
When should I send paper instead of digital?
Paper costs more per statement than text or email, so reserve it for patients who don’t respond to digital statements.