Sending Electronic Statements (2:01)

Topic Progress:

The simplest and most inexpensive way to transmit your patients’ billing statements is to send them electronically. With electronic statements, you send the statements directly to the patients’ email addresses or mobile phone numbers. A hyperlink invites them to open a PDF of their statement, which they can open in a browser and print or download at their convenience. However, you may not have electronic contact information for all of your patients; therefore, the workflow for sending electronic statements has two parts: one for the electronic statements, and the other for sending paper statements to those unable to receive an eStatement.

Watch this video to learn how to send electronic statements. (Duration: 2:01)

Additional Information

  • Only guarantors receive statements, whether they are patients or not.
  • It is important that you print or save the statements that could not be sent electronically when the Billing Statements to Print window appears. Otherwise, if additional procedures are completed or claims paid, it is possible that your billing statement list will change.
  • The eStatement link expires after four weeks.
  • If you have online payment processing configured, guarantors who follow the link to their electronic statement will also see an option to pay online.
  • To learn more about how to generate billing statements, read Generating billing statements.