If a patient needs a statement for specific transactions or procedures, a Limited or Limited (Custom) Statement can be generated.
There are two options for creating limited statements: Limited and Limited (Custom).
Limited Statements are saved to the family guarantor's account, regardless of the family member selected when creating the statement.
In the Account Module, highlight procedures, Pay Plan Debits, patient payments, insurance payments, and adjustments. Then in the Statement dropdown, click Limited.
The Statement options window will open. Select options for the limited statement. Most options match the Statement Window.
In the Statement dropdown, click Limited (Custom).
The Limited Statement Select window will open. Select filters, then highlight the transactions to show. 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 transactions with today's date.
None: Deselect all currently selected transactions.
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.
The statement does not include aging or payment plan information. The total due, insurance estimate, and balance information is based on the items in the statement only.