How to Generate and Send Monthly Statements

How to Generate and Send Monthly Statements

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.

A. How to Generate Monthly Statement


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, select start date and end date. Click "Generate". 




4. The Monthly Statement generated for a given period contains the following information:

a. Click the checkbox to select all patients on the first page of the Billing page when you want to send the monthly statement to all of them at once
b. Name of the patient
c. Email address of the patient
d. Available Credit in the patient's account
e. Last Bill Sent Date
f. Patient Responsibility
g. Balance due amount
h. Email All - Click this button when you want to send the statement to all patients on the first page.
i. Click Preview to view the Statement of each patient.
j. Click the "Email" icon to send the statement to the individual patient
k. Click the "Print" icon to print the statement of an individual patient



B. How to Send the Monthly Statement to a Patient through Email

1. Once you generate a monthly statement for all patients in your clinic, click the "Email" icon to send the statement to a specific patient as shown here. You can even click the "Print" icon to print the billing statement of that patient to print it and give it to the patient. 
Note: Please enter the email address of the patient in the Email box if there is no email address shown in the box.



C. How to Send the Monthly Statement to All Patients through Email

1. Once you generate a monthly statement for all patients in your clinic, click to select the checkbox as shown here. By default, 10 patients on the first page will be selected at once.



2. Click "Email All" to send the Monthly Statement to 10 patients at once.


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








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