API Statements

See API Specification

See Statement Window for more information.

Anyone using the API should also become very familiar with our schema documentation which contains important details about individual database table columns.
See Statement Database Schema.

Statements GET (single)

Version Added: 24.2.23

Gets a single statement.

StatementNum: Required in URL.

Example Request:
GET /statements/1

Example Response:
{
"StatementNum": 1,
"PatNum": 1430,
"DateSent": "2003-12-05",
"DateRangeFrom": "0001-01-01",
"DateRangeTo": "2004-02-01",
"Note": "",
"NoteBold": "",
"Mode_": "Mail",
"HidePayment": "false",
"SinglePatient": "false",
"Intermingled": "false",
"IsSent": "false",
"DocNum": 354,
"DateTStamp": "2024-07-26 10:58:28",
"IsReceipt": "false",
"IsInvoice": "false",
"IsInvoiceCopy": "false",
"SuperFamily": 0,
"IsBalValid": "false",
"InsEst": 0.0,
"BalTotal": 0.0,
"StatementType": "NotSet"
}

200 OK
404 NotFound (with explanation)

Statements GET (multiple)

Version Added: 24.2.23

Gets a list of statements.

PatNum: Optional. Filter by patient.PatNum. Typically the guarantor.

Example Requests:
GET /statements
GET /statements?PatNum=1430

Example Response:
[
{
"StatementNum": 1,
"PatNum": 1430,
"DateSent": "2003-12-05",
"DateRangeFrom": "0001-01-01",
"DateRangeTo": "2004-02-01",
"Note": "",
"NoteBold": "",
"Mode_": "Mail",
"HidePayment": "false",
"SinglePatient": "false",
"Intermingled": "false",
"IsSent": "false",
"DocNum": 354,
"DateTStamp": "2024-07-26 10:58:28",
"IsReceipt": "false",
"IsInvoice": "false",
"IsInvoiceCopy": "false",
"SuperFamily": 0,
"IsBalValid": "false",
"InsEst": 0.0,
"BalTotal": 0.0,
"StatementType": "NotSet"
},
{
"StatementNum": 2,
"PatNum": 1430,
"DateSent": "2024-02-08",
"DateRangeFrom": "2024-01-01",
"DateRangeTo": "2024-03-31",
"Note": "",
"NoteBold": "",
"Mode_": "Mail",
"HidePayment": "false",
"SinglePatient": "false",
"Intermingled": "false",
"IsSent": "true",
"DocNum": 355,
"DateTStamp": "2022-09-30 14:20:24",
"IsReceipt": "false",
"IsInvoice": "false",
"IsInvoiceCopy": "false",
"SuperFamily": 0,
"IsBalValid": "false",
"InsEst": 0.0,
"BalTotal": 0.0,
"StatementType": "NotSet"
},
etc...
]

200 OK
400 BadRequest (with explanation)
404 NotFound (with explanation)

Statements POST

Version Added: 25.3.26

Creates a statement displayed in the Account Module ledger. Does not impact billing.

PatNum: Required. FK to patient.PatNum.

DateSent: Optional. Date the statement was sent in "yyyy-MM-dd" format. Default today.
Note: Optional. Note for the statement. Default empty string.
DocNum: Optional. FK to document.DocNum. Default 0. See API Documents for more information.

Example Request:
POST /statements
{
"PatNum": 295,
"DateSent": "2025-10-20",
"Note": "Statement generated for John Doe on October 20th, 2025.",
"DocNum": 457
}

Example Response:
{
"StatementNum": 92,
"PatNum": 295,
"DateSent": "2025-10-20",
"DateRangeFrom": "0001-01-01",
"DateRangeTo": "2200-01-01",
"Note": "Statement generated for John Doe on October 20th, 2025.",
"NoteBold": "",
"Mode_": "API",
"HidePayment": "true",
"SinglePatient": "false",
"Intermingled": "true",
"IsSent": "true",
"DocNum": 457,
"DateTStamp": "2025-10-21 13:31:49",
"IsReceipt": "false",
"IsInvoice": "false",
"IsInvoiceCopy": "false",
"SuperFamily": 0,
"IsBalValid": "false",
"InsEst": 0.0,
"BalTotal": 0.0,
"StatementType": "NotSet"
}

201 Created
400 BadRequest (with explanation)
404 NotFound (with explanation)