Occasionally a patient will request their statement at the end of an appointment. For those times, you need a nice clean statement you can print and share. Luckily Athelas provides precisely that, here’s how to download and print the statement.
1. Navigate to the Patient’s Profile
If you aren’t already there, head over to the main page of a patient’s account. If you’re unsure how to do this, check out our guide: How to Find a Patient’s Profile.
2. Locate the Statement Download Button
- In the top area of the patient profile find the ‘Download Mail Statement’ button.
- This button’s position may shift slightly depending on the width of your screen. If it’s not in the top row, try looking right below the patient’s name.
3. Click to Download the File
- Click the download button and the file should download automatically as a PDF. It may take a few seconds to generate the document before your download begins.
4. Open and Print the Statement
- Now that you have the pdf file, open it in your preferred PDF viewer, print it however you like, and hand it over to the patient.
And You’re All Set!
The pdf statement provides several methods to pay ranging from mobile-friendly QR codes to good old fashioned mail-it-in checks, so there’s something for everyone.
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