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Print or Email Receipts and Walk Out Statements

Description

Prior to a patient leaving a dental office, it is recommended that a Receipt or Walk Out Statement be provided. The patient has the option to have a printed copy or an emailed copy.

A Receipt details the patients’ treatments, the patients’ financial responsibility per item, and payments applied to the account.

A Statement details the patients’ treatments and payments, splitting the patient portion and the insurance portion for each treatment posted. These printouts can be customized to suit the practice preferences and therefore will vary from office to office.

Receipts and walk out statements can also be set up to auto print after posting a patient payment. Follow this link to find out how.

How to print a receipt or a statement

  1. In the Transaction screen, click the Print icon.
  2. Select either Patient Receipt or Patient Statement.
  3. Press OK.

Receipt Printout window

Statement Printout window

  1. Confirm the defaults.
  2. Press OK to print.

To reprint a receipt or a statement, simply adjust the date range in the appropriate Printout Window and press OK.

How to email a receipt or a statement

The patient must have a valid email address in their patient profile before you can email receipts and statements.

Emailing Receipts

  1. In the Receipt Printout window, choose Layout 1 as your Optional Format.
  2. Check Email Receipt.
    You can also choose to preview the receipt on your screen and/or save to your Microsoft Outlook Drafts folder before sending the email.
  3. Press Email Body to customize your email Subject Line and email message.
  4. Press OK.
  1. Power Practice will create a new email in Microsoft Outlook with the receipt attached in pdf format.
  2. Make any final changes and press Send.

Emailing Statements

  1. In the Statement Printout window, check Email Statement.
    You can also choose to preview the statement on your screen and/or save to your Microsoft Outlook Drafts folder before sending the email.
  2. Click the Options button.
  1. Confirm your Email Subject line and Default Email Body.
  2. Click OK.
  1. Press OK to process.
  1. Click OK again.
  2. Power Practice will create a new email in Microsoft Outlook with the statement attached in pdf format.
  3. Make any final changes and press Send.

Additional Resources

Auto print receipt or walk out statements

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