- Go to the Reports section, then under EMR select Connect.
- Click the icon with a plus sign in the toolbar to create a new Connect report entry.
- When asked to select the Report, scroll under the Patient header and find Held Statements. This report has no parameters, so after filling out a description, just hit Next:
- Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows:
- Change User: The user who last set this patient to not receive statements.
- Change Date: The date this patient was set to not receive statements.
- Balance: This patient's current balance out to responsible party.
- Patient First: The first name of the patient.
- Chart: The chart number of the patient.
- Patient Last: The last name of the patient.