Exclude a Client From Batch Statements

This new feature gives your clinic the ability to prevent client statements from being created for individuals that you designate. This is extremely useful if you have a client that has been sent to collections.

To Enable:

1. Navigate to the client's chart using your preferred method.
2. Underneath the client's name, check the Exclude patient from batch billing checkbox. 
3. Click Save & Close to apply the changes.

Changes In Application

Batch Client Window

If enabled, the client will not appear in the Batch Statements list.

Client Balance Statement Search

A message will display when searching for the client on the Client Balance Statement.

Edit Session Window

A warning will appear in the Billing & Coding section.