Patient Statements
Patient Statements is where you manage what the patient still owes after insurance. Review pending and sent statements, send payment links when your practice uses card payments, and track collected balances.
Patient Payments
Manage and view patient payment transactions after insurance processing.
Pending Payments
0
Total Balance Due
$0.00
Collected
$0.00
0 payments| Patient | Last Appt | Upcoming Appt | Balance Due | Status | Action |
|---|---|---|---|---|---|
| No Pending Statements | |||||
When to Use Patient Statements
Use this after remittance posts patient responsibility, or when a balance should be collected from the patient. This is not where you submit insurance claims.
Summary Cards
Pending Payments, Total Balance Due, and Collected give a quick view of patient collection status.
Pending, Sent, Paid, and All Claims
Switch tabs to focus on statements waiting to send, already sent, paid, or all claims in the statements list.
Search and Actions
Search by patient or payment ID. From a row you can send a payment link, open statement details, or print/export statement materials when available. Payment link options depend on practice payment setup (for example Stripe or Sola).
No Pending Statements
Either no patient balances are waiting, or filters hide them. Verify remittance first if you expected a balance after insurance payment.