Q: How should I specify the search criteria to generate patient invoice to mail out?
A: Follow the menu item sequence File | Batch | Receipts/Statements. If you wish to see all the balances over $1 in the receipts/statements batch use the following search criteria:
1. Pat. Balance Range= 0.00 – 9999.99
2. Ins. Balance Range= 0.00 – 9999.99
3. Balance Range = 1.00 – 9999.99
This will retrieve all balances over $1. If you wish to print only patient balances set Ins. Balance Range = 0.00 – 0.00. If you wish to print only insurance balances set Pat. Balance Range = 0.00 - 0.00. Specify a date range if you wish.