- Go to Clients, then select the client
- Click More Options, in the upper right, then View statement
- Select a Date range, the click Generate Statement
- 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
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