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stravers
Canine II

Reprinting a previous walkout statement?

I am wondering if there is a way in Practiceworks to reprint a walkout statement from a previous date.

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17 Replies
Moderator
Moderator

Re: Reprinting a previous walkout statement?

Hello Sarah

Unfortunately no, there is not a way to reprint a walk out statement from a previous date

There is a change request already submitted for this though.

Johnathan

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stravers
Canine II

Re: Reprinting a previous walkout statement?

Okay, thanks for your reply Jonathan! The only way I can come up with something similar is to print out an account history report and modify the date range to only include a specific date of service. Hopefully the change will happen.

Have a great afternoon  

vintagedental
Canine II

Re: Reprinting a previous walkout statement?

Sarah, if you go into the clipboard and right click on the icon below "view" (near address bar) it'll give you the option to re-print the most recent statement. 

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CS Dental Employee
CS Dental Employee

Re: Reprinting a previous walkout statement?

Hi Sarah,

Johnathan has answered the question (thanks johnathan.d‌!). I'm curious about the circumstances that lead to needing a print out of an older statement? Is a patient inquiring about their balance or account details? If you were able to print a statement from the past would you expect it to be an exact copy of the statement from that time or would it include updates if, for instance, an entry was backdated and now falls into the statement time frame?

vintagedental‌ would love to get your feedback on this also.

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Moderator
Moderator

Re: Reprinting a previous walkout statement?

This option will only print out for the last mail-out statement.  It uses the green entry on the ledger to determine the 'last' statement, depending on the date entered. The checkout/Walkout statements do not generate green entries on the ledger.

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hvidales
Canine II

Re: Reprinting a previous walkout statement?

I define a Code (9998) for Print Statement and make the abbreviation PRINT. Code type: Dental tx code. Tx Class: Miscellaneous. Description "Print Acc Statement". Supplementary information: Check in: Do not submit to insurance.

When yo need Statement select    Ledger, Add entry, select the patient, an select in description PRINT, OBSERVE: Check the Option "Print walkout statement" . Select OK . In the new window "Print and Submit Options" select the date  you need to start showing in your statement. Select OK.  If you want make a correction in "Ledger" and delete the entry.

jeanspears
Premolar I

Re: Reprinting a previous walkout statement?

I know there have been times when a patient has paid with their HSA or FSA card and at the time pf payment I ask if they want an itemized walk out statement (I always encourage them to take one - especially FSA accounts).  But typically 50% of patients refuse one and then I get a call a week later because FSA is requesting additional, detailed information regarding date of service, services provided and related charges as well as who the patient was, our practice information and payment information.  I have to send them a printed account history and some call back and ask for an actual statement or more "official" looking document.  I can't print an actual statement if there's a zero balance.  Thus it would be nice to be able to go back and print a walk out statement for that prior date. 

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sonyap
Premolar II

Re: Reprinting a previous walkout statement?

I know that you asked the question of Sarah, but I'd like to jump in here.  This goes along the same lines as being able to reprint a previous mail statement, so that when a patient calls with a question, you can see exactly what they are looking at.

sonyap
Premolar II

Re: Reprinting a previous walkout statement?

Jean, you can print a statement if there is a zero balance - even if you have "print zero balances" unchecked in your statement setup.

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