Statement Forms are comprised of boxes, columns, and totals that pull information from various areas in MacPractice. The following guide will establish each of these areas within the context of a statement form.
- Statement Page Count
- Office Address
- Account Number
- Statement Date
- Statement Account Address
- Statement Message
- Finance Charge information
- Credit Card Information
- Date Column
- Description Column
- Code Column
- Diagnosis Column
- Patient Name Column
- Provider Column
- Charges Column
- Insurance Pending Column
- Insurance Portion Column
- Patient Portion Column
- Payments/Credit Column
- Balance Column
- Expected Insurance Total
- Grand Total
- Insurance Portion Total
- Minimum Amount Due Total
- Patient Portion Total
- Please Pay This Amount
- Total Balance
The Office Address box of a Statement populates from the Office Reference, whether it be the Facility or Office Address. The provider name can also be included. These options can be set in the Preferences - Statements in the "Statement Printing" tab.
The Account Number box reflects the account number as assigned to the Patient's account. The same account number will be assigned to each patient on the same account. For more on how Account Numbers are created, please see the documentation on Patients - Adding a New Account.
Statement Account Address
The Statement Account Address box reflects the statement addressees' name and address as set in the Patient ability > Account tab > Statement Information tab. This can be the Patient Address, Primary Address, or Secondary Address on the Account.
For more on how the Account tab can interact with a statement form, please see the Patient Account Tab - Statement Information documentation.
Finance Charge Information
The Finance Charge box reflects the percentage per month of the finance charge applied to the current statement. The Annual Percentage Rate box reflects the percentage of annual finance charges applied to the account. The Past Due Days field reflects the number of past due days in which a Finance Charge will be added to the account. This date is calculated from the Statement Date. Payments and other credits are deducted from the Previous Balance before computing the Finance Charge.
The Finance Charge and Annual Percentage Rate boxes will be blank if there are no finance charges applied.
Finance Charges, Annual Percentage Rates, and Past Due Days will only be applied on statements printed through the Statement Manager. These boxes are only present on Statement Forms that include Financial Charge information.
For more on how finance charges and Annual Percentage Rates are used with statement forms, please see the Statement Manager - Finance Charges documentation.
These boxes are only found on statements that include Credit Card Information forms.
For more information on setting the Statement Message in the Account Tab, please see the documentation on the Patient Account Tab - Statement Information.
This box can also be populated by the A/R Message as set in the Statement Message box of the Statements node in the Managers Ability if Print A/R Message or Replace Account Statement Message and Global Statement Message is checked. If Otherwise append A/R Message at the end is checked, both messages will print in the Statement Message area of the statement.
For more information on Statement Messages added through the Statements Manager, please see the Statement Message Tab documentation.
Installment Amounts can be set on the Account tab in the Patient Ability. For information on using Installment Amounts with your statements, please see the Patient Account Tab - Statement Information documentation.
Patient Portion Total
Depending on the form used, this amount could be calculated from the Balance or the Total less any Pending or Expected Insurance.