How to Email PDF of the Monthly Statement

Monthly Statements are a valuable tool for clinics and providers to be able to see what you’re billing your patients at a glance, as well as the payments they’ve already made to you, all condensed into a single report. A billing statement also allows you to remind your patients about any outstanding payments and their due date and help you and the patient keep a comprehensive record of their account activity.

1. Access your zHealth Dashboard. Hover the cursor over your name on the top right corner. Click on "Billing Center".

2. On the Billing Center page, click on the "Monthly Statements" button available on the right side of the screen. A pop-up window will open.

3. On the Monthly Statements pop-up window, click to select the top checkbox as shown here. By default, 10 patients on the first page will be selected at once. Next, click "Email PDF" to email the Monthly Statement PDF file to the patients.

4. When you send the Monthly Statement to a patient through email, the patient receives the PDF version of the Monthly Statement.

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