Providing patients with a complete list of their invoices for the year does not need to be time consuming. In Visual-Eyes, a detailed statement can be generated in just a few clicks, supporting both patient convenience and efficient year-end administration. This helps clinics respond quickly to patient requests, particularly during tax season, while maintaining clear and accurate billing records.
To generate a patient statement in Visual-Eyes:
- Open the patient file
- Navigate to the Invoice tab
- Click any invoice in the list
- Right-click the Print button
- Select Statement
- Choose to email the statement to the patient (Visual Connect required) or print a hard copy
Using the statement feature in Visual-Eyes helps clinics reduce manual work, minimize errors, and provide patients with the documentation they need for insurance and tax purposes. This is an ideal time to review internal billing processes and ensure that staff are familiar with this efficient statement workflow.
