Adding the Held Statements report


  1. Go to the Reports section, then under EMR select Connect.
  2. Click the icon with a plus sign in the toolbar to create a new Connect report entry.
     



  3. 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:



  4. 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:

    1. Change User: The user who last set this patient to not receive statements. 
    2. Change Date: The date this patient was set to not receive statements. 
    3. Balance: This patient's current balance out to responsible party. 
    4. Patient First: The first name of the patient. 
    5. Chart: The chart number of the patient. 
    6. Patient Last: The last name of the patient.