Statements

Use the Default Forms section of your Reports and Forms editor to select the default format to use for paper forms. This is the format that will be selected when you run the form from the Forms option of the Home or Patient ribbon bar. If you have purchased customized forms, you may choose your form as the default. If needed, you can set up different default forms for individual offices and specialties in your practice. Most practices use the Statement format for orthodontics contracts and miscellaneous charges, and if they have Edge Specialist, they use the Dental Statement format for pediatric dentistry dental procedure charges. If, after running statements from a ribbon bar the incorrect format is generated, you can make the change in the Reports and Forms editor. See "Reports and Forms Editor" for details.

You can use pre-printed, personalized forms, instead of printing this form on plain paper. To order your personalized forms, contact Quality Resource Group, the only authorized supplier of Ortho2 forms. You can reach them at www.quality-resource.com or 800.788.6376. Please contact your Ortho2  Regional Managerfor more information about QRG.

If you will be emailing this form to your patients and parents, use your Reports and Forms editor to assign the mail merge document to use as the text of your email message. See "Reports and Forms Editor" for details.

When you email a form, the name of the assigned mail merge document will be the email subject, the text of the mail merge document will be the email message, and the form will be sent as a PDF attachment. In addition, the mail merge document and the form will be entered as separate items in the patient's correspondence history.

Select Forms then Statement from the Patient section of the Patient ribbon bar, or from the Tasks section of the Home ribbon bar. If a patient folder is open and the orthodontics specialty is selected in the patient folder header, the default orthodontics statement from your Report and Form editor form is loaded. If a patient folder is open and the pediatric dentistry specialty is selected, the default pediatric dentistry statement is loaded. If no patient folder is open, the default orthodontics statement form is loaded. When you print a form from the Patient or Home ribbon bar, the results default to the Quick Report settings. If those settings include printing the form immediately, you will not have an opportunity to review before the form prints. See "Quick Reports" for details about creating / updating these settings.

Select Reporting from the Reporting section of the Home ribbon bar. Then from the Form section, open the Statement form. (You can also use the Search field to find the form you want to work with.) You might also be able to run this form from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

If no contract is selected, use the Contract field to select the patient contract to work with. If you select a subgroup, this field is ignored.

You can include a message that will appear on all the forms in this print job.

Enter the range of transaction dates to include on the form. Charges and receipts that were posted within the date range are included in the calculations, regardless of whether they have been finalized. Transactions that fall before the selected start date are lumped together and calculated as the balance forward.

The Current Charge Days field is used to calculate the Current Transactions and Past Transactions sections of the statement. Enter the number of days after posting a charge or payment that the transaction is still considered current. For example, if you enter "30", transactions posted 30 or fewer days ago will be in the Current Transactions section of your statements. Transactions posted 31 or more days ago will be in the Past Transactions section.

Enter the date to print in the "Statement Date" field of the form, or enable the Today option to use today's date.

Select a default due date to use for your statements. This date might be overridden by your responses to the other payment date options.

Choose a method for determining what due date prints on your statements.

Use the Needs Appointment Message field to type a message to print on the statement when the patient has no future appointment scheduled, but is in a status that requires an appointment. If you leave the field blank, no extra message is included.

Enable one or both of these options to print your name and address on the form. By default, when the header / footer is printed on a form, the name and address from your Practice editor is printed. You can, however, enable the Use Patient Office Address option to print the Billing Address of the office the patient is currently assigned to in the Patient Information Panel instead. Note that both the Print Practice Header and Print Practice Footer options print the same information, just in two different places. If you print this form on paper that is pre-printed with this information, disable these options.

By default, when the header / footer is printed on a form, the name and address from your Practice editor is printed. You can, however, enable the Use Patient Office Address option to print the Billing Address of the office the patient is currently assigned to in the Patient Information Panel instead.

Enable this option to include only transactions that have actually been posted to the account on the statement, omitting future contract charges.

Enable the Include Insurance Information option to include expected insurance coverage and any insurance payments on the statements. Otherwise, your statements will ignore insurance information. Regardless of this setting, expected or received insurance transactions are not calculated in the Next Payment section of the statement.

This field allows you to adjust the position of the practice header, if you have chosen to print it on the form, so it fits in your window envelopes. The value -2 moves the address the farthest up on the page. 0 is the default position. The value 2moves the address the farthest down on the page.

You may optionally select a subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Subgroup Editor" for details about creating your subgroups. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

You can force or prevent statements from generating for certain responsible parties, regardless of your subgroup, by setting the Send Statement field to Always or Never in the responsible party record.

Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, that information appears just under the report title so you know which criteria was used to generate the results.

If this report supports showing / hiding the details that comprise report totals, you can click the expand / collapse icons to show / hide the details. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.

While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)

While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.