The Itemized Statement Report is specific to an individual, not an overall practice report. Among other information, the report includes posting dates, procedure codes/descriptions, diagnosis codes, debits and credits.

Create an Itemized Statement Report

1. In the Patients Folder, perform a lookup and select a patient. Right-click the patient record and select Reports > Itemized Statement from the popup menu (Figure 1).

Figure 1 - Patients Folder

2. The Report Date Range Dialog is displayed (Figure 2). Enter a date range for the Itemized Statement report. Check the "Show Comments" checkbox if you would like to include Journal comments in the report. Click Save.

Figure 2 - Report Date Range Dialog

3. The Itemized Statement Report is usually generated within seconds. When complete, it is automatically displayed in the Report Viewer (Figure 3).

Figure 3 - Itemized Statement Report Sample

Journal Comments are also displayed (Figure 4) if the "Show Comments" checkbox was checked in the Parameters Dialog.

Figure 4 - Journal Comments Displayed

4. The last page of the Itemized Statement Report displays a balance summary (Figure 5).