Running Patient Statement Reports
This report allows you to print paper statements to collect outstanding balances from patients. A tear off section is available on the patient statement containing statement date, balance due, place holder for credit card/check number and signature to be mailed to the customer.
NOTE: The envelope you will use is a #9 double-window
1. From the Reports Tab select Patient Statement Report
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2. Begin filling out the Patient Statement Report Parameters
From the drop down parameters select:
- Location
- Patient Statement Preference: Patient with Min. Balance or Selected Patient
- Aging: All or 30 day ranges
Note: Time saving feature! Uprise will automatically remember whatever minimum balance you enter the next time you log in and run your statements.
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4. Summary List Displays > Use check box to select which Patient Statements to create
Note: Use the Select All or Deselect All buttons to quickly check or uncheck the patient list
6. A message appears to inform you the statements are now generating
Generating the statements could take a few minutes. Click Close to continue working in Uprise. You will receive a message in your message center inbox when the statements are completed.
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7. When it's convenient for you, open your message center
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9. The PDF will save to a default folder for downloads set by Chrome. Click to open the PDF
Note: It's recommended the folder for these Patient Statement PDF files be on a secure drive due to HIPAA. The following link will provide instructions on how to change the download location in Chrome. Change Download Locations
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10. The statements are bundled in one PDF. Click the PDF hyperlink to open
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11. Statements are ready to print
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