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.
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.
Change the sheet as needed.
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.
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.
accountNumber: The guarantor's account number. Shows guarantor account number even if printing a statement for a different family member.
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.
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.
statement.Note/statement.NoteBold: These output fields are drawn from Dunning Messages.