Exporting Statements

Some practices may chose to export a list of statements that are to be included in a statement batch. This process has been designed so that the data will automatically open in Excel displaying all of the fields that are shown in the Batch Details screen.


  1. In the Billing Portal, under Statements, Click to open the Batches screen
  2. Double click on the Batch that is to be printed to open Batch Details
  3. Inside Batch Details, click the Export button to send the statement list to Excel
  4. Open Excel from your Taskbar to view the exported data