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bracemom35
Canine II

Statements

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Is there a way to not have the insurance balance included on the statement, we have changed the settings and it still shows the balances together and it is confusing to the patients.  Also is there any way to change the date the statement is due and for it not to say its due the day its printed?

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Community Manager
Community Manager

Re: Statements

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@prcarter do you have any suggestions for this? 

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Moderator
Moderator

Re: Statements

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Good day Heather ( @bracemom35 ), 

I'm sorry for the delay in response to this.  I've just finished a new article which details the various statement options and how they affect the look of the statement.  The article is located here:

Explanation of Statement Options

This article has an attached document with screenshots of a sample statement and an explanation of each section.  Based on your description, I believe the particular option you're looking for is under Maintenance/Setup, Statement Options, Body tab, "Include Estimated Insurance Amounts". Uncheck that box and only the RP information will display.  

Regarding the due date shown on the statement, that information is taken from the roll date for the responsible party's contract, not from the date that you print the statement.  This information cannot be changed unless you change the roll day for that responsible party. 

I am attaching the documentation from the Statement Options page here as well for your convenience. 

Regards,

Phil Carter / OrthoTrac Escalations

 

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