Limited Statement

If a patient needs a statement for specific transactions or procedures, a Limited or Limited (Custom) Statement can be generated.

In the Account Module toolbar, click the Statement dropdown, Limited or Limited (Custom).

There are two options for creating Limited Statements: Limited and Limited (Custom).

The name and contact information that appears on a statement depend on the selected items:


In the Account Module, highlight production or income items in the account grid (i.e., procedures, Pay Plan Debits, patient payments, insurance payments, and adjustments). Then in the Statement dropdown, click Limited.

Alternatively, if no account items are selected, click Limited to create a statement for completed procedures from the current day along with any attached adjustments or payments are automatically included.

The Statement options window opens.

Select options for the Limited statement. Most options match the Statement Window.

Limited (Custom)

In the Statement dropdown, click Limited (Custom).

The Limited Statement Select opens. Select filters, then highlight the account items to show use to generate the statement. Click OK to continue to the Statement window.

Filters: Set filters to determine items in the Limited Statement Items grid.

All: Select all transactions displayed in the grid.

Today: Select all displayed account items with today's date.

None: Deselect all currently account items.

Click OK to generate Limited Statement for selected transactions.

Customize the columns that appear in the Limited Statement Items grid from Display Fields. The columns that appear in the grid do not reflect the the columns that appear on the StatementMain Sheet Grid.

Limited (Custom) statements do not include aging or payment plan information. The total due, insurance estimate, and balance information is based on the items in the statement only. Statements include all transactions attached to selected procedure. This may include some transactions that were not selected or do not appear in the Limited Statement Select window.