Update Statement Dates and Close Out
- How do we unclose a patient's statement so that we can enter in transactions on the day of the statement or before?
- Why do I see a statement sent in the ledger for an account with a $0 balance?
- What is the best way to protect the financial integrity of my office’s recorded transactions?
- What is the difference between a Statement Update and a Close Out?
- I notice there is an Update Statement Dates button when I run my monthly statements. I also notice a Close Out button in the Setup area. What do they do, and when should I use them?
- When we generate batch statements, sometimes the statements are several pages long for an account. We sometimes see statements that show several years worth of transactions. Is there a way to not print all ledger transactions on the statements?
- After we send statements, there’s not a line that states “Statement Sent - $X.XX” in the ledgers. How do we get the line in the ledgers?
- Someone in our office accidentally closed out our office. Now, we can't change or delete past transactions. How may we reverse the Close Out?