2.4.4 Receipts Vs Statements

You can print a receipt directly from the patient payment window after accepting a payment. Patient Receipts and Statements are also available to print from the Transaction Printouts icon atop the Transactions module. Receipts can also print automatically after entering a patient payment if this settings is enabled in the transaction settings .

A receipt will show only the patients portion and payment. Statements will show the total account owing and separate out the insurance and patient portions. Both have the option to print future appointment reminders.

Patient Receipt

1. Choose the open folder icon atop the Transactions module
2. Select Patient Receipt
3. Set your preferences and press ok

Patient Statement 

Follow the steps above and choose Patient Statement option found in the Print Icon . The Statement option will have it’s own unique settings, as shown above. The Statement is shown below.

Using Customized Word Templates

1. In the Print window, choose the third option under Optional Format, Word
2. Click ok
3. In the new window, click on the ellipses button and find the correct template
4. Open the template to return to the Power Practice window
5. Highlight the template in the center box (if it isn’t already) and click Merge Letter
6. MS Word will open, the first file will take a moment to load but it should update and replace the variable fields with the correct patient information (Active patient on merge)

You can then edit the merged letter however you would like. Adding items or removing them, changing the font, format, color and whatever else you would like to adjust.