How to view and send financial statements in ClinicSense

  1. Go to Clients, then select the client
  2. Click More Options, in the upper right, then View statement
  3. Select a Date range, the click Generate Statement
  4. Optionally, click the email icon (✉️) in the top right to email the statement

Notes

  • Alternatively, you can click the printer icon (🖨️) to generate a PDF of the statement
  • After generating the PDF, you can either print it or download it to your device
  • Always follow applicable laws and compliance rules when downloading, uploading, or emailing protected healthcare information

Video guide


Related articles

Was this article helpful?
0 out of 0 found this helpful
Still have questions?

Our customer care team is here for you!

Submit a request