View Previous Statements

Q: How do I view a patient's previous statements?

1. Open the Scheduler Workspace

Go to the SOAPware menu, then click Schedule.

2. Open the Patient Account

2. Open the Patient Account
  1. Click on the Billing menu, then select Patient Account.
  2. Search for and select the patient using the Chart Rack.

3. Open the Statements Tab

3. Open the Statements Tab

Click on the Statements tab within the patient account.

4. View Previous Statements

4. View Previous Statements

To view a copy of a statement, double-click on the listed statement.