Patient Statements can be handy when you want to run a report showing multiple visits together, or show amounts owing. You can print statements with just the patient’s info, the patient and insurer, and with invoices and payments or either on their own.
Let’s take a look at how that works.
Start in the patient’s billing tab:
See that filter (arrow #4)? That can help you get to the invoices you want to show up on the statement. You can filter the list right down to a single practitioner, or to a specific date range.
Or, if you want to mix and match, you can click on individual invoices to turn them blue.
The key here is to remember that only the lines that are blue are going to be included on the Statement. So even if you have filtered down to a more specific list, you’ll have to hit the “Select All” button to turn them all blue.
Here’s a list filtered to a single practitioner:
And here’s one with mix and matched invoices:
When selecting invoices just be sure to click on an area on the invoice line that isn’t already blue text. It’s tricky - that will link you somewhere else!
Okay. Now if you’ve got all the invoices selected that you want to show up on the statement, you can click the “Statement” button.
(You’ll only see that “Pay Balance” button if you’re connected with Jane Payments integration. Here’s more info on Jane Payments if you’re interested)
Once the Statement loads up you get even more options (hooray!).
Choose to filter down to just Private invoices, Private and Insured, or just Insured. And then use the Filter button to refresh your settings.
You can email it directly if the patient has an email address in Jane.
Pro Tip: There are two ways to create a Patient Statement
So you want to be a Jane Pro? Here is a little secret, you can create two different statements for your clients. We only showed the second method above because the other one is even easier!
Clicking Statement - a simple statement which shows you the invoice and the payments made paid by the client and insurer
Select the purchases (or Select All) and then click Statement - Jane creates a statement showing you how they paid - includes gift cards and credit memos which could be purchased by a family member.