The Statement Update functions “lock up” the financial data for integrity and security. If you need to delete a statement from a patient account, we recommend utilizing the unclose statement feature. The record of the statement will still remain, however the ledger will not remain locked. Unclosing the statement will not remove the ‘Statement Sent’ displayed in the Account Ledger.
- Click ‘Patient’
- Unclose Last Statement
Unclosed statements will show with a strike off in the Ledger and may be viewed on the Audit Trail report.
Unclosed statements will not be displayed in statement reports:
• Report > Statements > Print Statements
• Report > Statements > Print Statement Report
• Print Menu > Statement
NOTE: Offices should generate monthly statements, and perform monthly Statement Updates, to protect the security and integrity of the office’s financial data, and to maintain HIPAA compliance regarding patient records
.