How do I generate a statement of account from the new account screen?
In Canada, go to the 'Account' tab in the patient record.
Click the 'Statement' button in the top right corner.
📝 Please note: If the patient you're viewing has linked family members, you can include multiple family members in the statement. You will see checkboxes for each family member if this option is available - simply select or deselect as needed before proceeding.
For 'Statement type', choose from:
'Including invoice details' - The statement will include each invoice and payment, along with the items, prices and discounts for each invoice on the statement. This option is the default.
'Excluding invoice details' - This statement shows each invoice and payment, without the granular details of items and prices etc.
'Tax receipt'/'Payments only' - Wording of this option may vary depending on your region. This format can be given to patients as evidence of what they've paid towards their dental treatment. Selecting this option will automatically change the 'From/To' dates to the relevant year (depending on when you are generating the statement), but you can change the dates manually if needed.
For Canadian users, this statement type will only show non-insurance payments on the statement and will not include invoices.
For Australian users, this statement type will only show payments on the statement and will not include invoices.
Adjust the date range to include in the statement, if needed.
Select whether you wish to email or print the statement:
'Email' - A new window will open allowing you to draft, save and send an email from within Dentally.
'Print' - The statement will open in a new window, allowing you to save or print it.