Mark a Patient as Do Not Send Statements
Q: How do I mark a patient as do not send statements?
1. Open the Scheduler Workspace
Go to the SOAPware menu, then click Schedule.
2. Open the Patient Account
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- Click on the Billing menu, then select Patient Account.
- Search for and select the patient using the Chart Rack.
3. Open the Statements Tab
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Click on the Statements tab within the patient account.
4. Indicate "Do Not Send Statements"
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- If you do not want a patient to receive a statement when processing bulk statements, place a check mark in the box next to "Do Not Send Statements".
- Click Yes to confirm that you wish to do no wish to send statements to the selected patient.
*Note: If this patient is a guarantor and has dependents listed in the Family tab, go to each dependent's account and repeat steps 1-3 to hold those statements.