In Sheets, double-click a Custom Sheet.

Statement, Invoice, and Receipt can be customized by setting up a Sheet with a Statement type. The same custom sheet will be used for all statements, invoices, and receipts, with only the title and relevant information changing depending on which document is generated.

Set up a Statement Sheet

The custom statement sheet listed first alphabetically in Sheets setup will be used. For example, if there are two custom statements named Custom Statement and Walkout Statement, Custom Statement will be used because it comes first alphabetically. If there is no custom statement, the internal sheet will be used.

Copy a sheet or create a new one.

• Highlight the internal Statement sheet and click Copy. Then double click the custom statement.
• Click New and create a new sheet with a Statement type.
• Double click an existing custom statement to edit it.
• Highlight an existing custom statement then click Duplicate to copy it.

Change the sheet as needed.

• Sheet Def Properties
• Sheet Field Types

There are additional options that are only available for sheets with a Statement type. A few are described below.

Grids: There are five grids that can be added to a sheet.

• StatementAging: Fixed information, cannot be changed.
• StatementEnclosed: Fixed information, cannot be changed.
• StatementMain: Column names, order, and size can be changed in Display Fields, StatementMainGrid.
• StatementPayPlan: Fixed information, cannot be changed.
• StatementInvoicePayment: Fixed information, cannot be changed. The grid will populate with payments attached to procedures on the invoice as well as unattached payments that were made on the same day.
  • This grid shows payments attached to procedures and payments made on the same day that are not attached to procedures. Changing a payment overrides the original amount on the invoice.

Payment Options: When adding Static Text Fields, there is an additional 'Is Payment Options' checkbox. When checked, this designates the field for inclusion when payment information is included in a statement, invoice, or receipt. The checkbox 'Hide payment options' on the Statement window determines if payment information is included or not.

Output Text Fields: The fields below are especially useful for statements, invoices, and receipts. Also see Sheet Output Text Field.

billingAddress: The guarantor's entire address as entered on the Edit Patient Information window. Patient vs guarantor name is determined by how the bill is generated. If via the Billing List, the guarantor name shows.

invoicePaymentLabel: This output field is labeled Payments in the sheet or Payments & WriteOffs if the Account Module preference, Invoices' payments grid shows write-offs is checked.

invoicePaymentValue: This output field displays the payment amount. This is the sum of all the payments in the Patient Account grid, whether or not the payments are attached to a procedure. If the Account Module preference, Invoices' payments grid shows write-offs is checked, the procedure write-off will be included in this value.

invoiceTotalLabel: This output field is labeled Balance Remaining in the sheet.

invoiceTotalValue: This output field displays the balance remaining amount. This is the sum of the charges minus the sum of the payments.

invoicePayPlanLabel: This output field is labeled Pay Plan Charges in the sheet.

invoicePayPlanValue: This output field displays the payment plan debit amount.

returnAddress: The physical practice address, or if using clinics, the physical clinic address.

statementReceiptInvoice: This field determines the title of the document based on how it is generated.

• Statements will read STATEMENT #.
• Receipts will read RECEIPT.
• Invoices will read INVOICE.
• For Australia and New Zealand, it will read TAX INVOICE.
• For Singapore it will read RECEIPT #.

statementIsCopy: If printing a copy of an invoice the word COPY will be printed on the sheet.

statementIsReceipt: Only shows when printing receipts. The field will show KEEP THIS RECEIPT FOR INCOME TAX PURPOSES.

statementURL: Include a URL patients can use to launch the Patient Portal Sign in window where they can view an online version of the statement and/or make a payment (e.g. http://www.patientview.com/statement/CyVue8). Online Payment Management

statementShortURL: Include a short version of the URL patients can use to to launch the Patient Portal Sign in window where they can view an online version of the statement and/or make a payment (e.g. http://od.ag/s/CyVue8).

ProviderLegendAUS: This output field only works for users in Australia, with language settings set to English-Australia. Adds a legend to the statement that shows all non-hidden providers.

• Swiss bank routing fields do not show on the new custom statements.
• Australian Provider legend must be added from the available output fields.