Statement Type
In most cases, you must select the statement format to use.
Statement - Plain Paper - The plain paper statement format prints on plain 8.5" x 11" paper. You may optionally include messages and/or the patient's next appointment on the form. Insurance transactions are separated from the transactions posted to the responsible party. We suggest you enable the Print Practice Header and/or Print Practice Footer options, described below, so that the statement includes you office name and address.
Statement - This format prints on special form paper. You can have the form pre-printed with your practice logo, or print your logo as you generate the statements. Please contact Ortho2 about your logo options.
Statement - Basic Date Range - (Initial download required. Open the online Report Repository. for more information) This statement is a simplified version of the plain paper statement. All transactions from
the specified date range, including insurance payments, are listed. The Account Due Date is taken from the Payment Day field of the corresponding responsible party record (or the last day of the month if the Payment Day is blank) and the Statement Date is your posting date (generally today). The Next Payment Due and Due Date are taken from the contract's next periodic fee amount and date, if any.
Statement - Text Only - (Initial download required. Open the online Report Repository. for more information) The text export statement is designed to be used in conjunction with the electronic statement service provided by Quality Resource Group. Please contact Ortho2 if you are interested in this option.
Messages - You can include up to 2 message lines that will appear on all the statements in this print job.
Replace Line 2 with Next Appointment - (Plain Paper & Statement formats only.) Your statements can print the date and time of the patient's next appointment in place of the second message line, if the appointment is scheduled on or after the Statement Date (regardless of today's date).
Start Date & Statement Dates - The Start Date determine the earliest transactions to include, and the Statement Date determines the latest transactions to include on the statement.
Days for Current Charges - (Not available for Basic Date Range format: It prints a simple list of all transactions in date order.) This field is required for the Current Transactions / Past Transactions sections of the statement to function properly). Enter the
number of days after posting a charge or payment that the transaction is still considered current. For
example, if you enter "30", transactions posted 30 or fewer days ago will be in the Current Transactions section of your statements. Transactions posted 31 or more days ago will be in the Past Transactions section.
Payment Due Date - (Not available for Basic Date Range format: It uses the responsible party Payment Day field or the last day of the month.) Select a default due date to use for your statements. Note that this date might be overridden by your responses to the following payment date fields.
Payment Day Options Choose a method for determining what due date prints on your statements.
Always Use Payment Day Above - This choices prints the date from your Payment Due Date field (described above) on all the statements in this print job.
Res Party Day or Date Above - This choice uses the date from the Payment Day field from the Responsible tab of the patient folder , if it is available. Otherwise, the statement prints the date from your Payment Due Date field, above.
Always Use Custom Text Below - This choice prints the message from the Payment Date Alternate Text field, below, on all statements. If the field is blank, nothing will print in the Due Date box on your statements.
Res Party Day or Text Below - This choice uses the date from the Payment Day field from the Responsible tab of the patient folder , if it is available, if it is available (as shown in the example image above). Otherwise, the message from the Payment Date Alternate Text field, below, is printed on the statements.
Payment Date Alternate Text Field - Use the field directly below the payment due options selection to print a message, such as Please Pay by the 15th instead of a date in the Due Date box on your statements. (For this option to function, you must select a Due Date Option that enables the text field.)
Print Practice Header - Enable this option to print your office name and address at the top of the form. If you print this form on paper that is pre-printed with this information, disable this option.
Print Practice Footer - Enable this option to print your office name and address at the bottom of the form. If you print this form on paper that is pre-printed with this information, disable this option. (The Letterhead statement type omits the practice header, even if enabled.)
Use Patient Office Address - (Requires 
Show Office Header, if available.) Enable this option to use the address
of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed. If the Show Office Header option is available for this form, and is disabled, this option is ignored.
Include
Insurance Information - Enable this option to include expected insurance
coverage and any insurance payments on the statements. Otherwise, your
statements will ignore insurance information. Insurance information is
not calculated in the Next
Payment section of the statement .
Move Address
by How Many Units
- (Available for all formats). This field functions only if you have enabled the Print Practice Header option. Use this field to position the billing address to fit your window envelopes. The value -6 moves the address the farthest up on the page. 0 is the default position. The value 6 moves the address the farthest down on the page.
Disable Electronic Submit - (VP Web Access statement option currently unavailable.) If you have set up certain responsible parties to receive their statements via your VP Web Access system, you can enable this option to override the setting, and print the form on paper. Note that this option is currently unavailable.
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