Troubleshooting Creating Statements

It is possible that you expect specific transactions to be created on a statement, and they are not appearing on your new statements. If you are encountering this problem, it could be due to any of the following issues:

  1. The transactions have already been placed on a previous statement. This can easily be checked from within
    Transaction Entry. If you modify the grid, you will have the ability to add a field that shows the Statement Number for each transaction.


  2. The transactions were entered into a case not eligible for patient statements. Open the case containing the transactions and make sure the field labeled Print Patient Statement is checked.


  1. If you are trying to create remainder statements, the transaction has not been paid and marked as complete for all responsible insurance carriers. You can quickly check which carriers have not yet paid on the Transaction Entry window. Highlight the charge in question and click the Charge tab at the top of the screen. There is a section labeled Amount Paid. If this section does not have a check mark next to all 3 insurance carriers, the charge will not appear on a remainder statement. Any carriers without a checkmark need to have a complete payment entered prior to that charge creating on a remainder statement.


If the balance on the charge reaches 0 before the responsibility moves to the guarantor, it will not be created on a statement

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