Held Statements

The Held Statements report shows all patients who are set to not receive statements. It returns all such patients, along with relevant information, including current balance, when they were set to not receive statements, and the user who made the change. 

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.  

To run this report, perform the following steps:

1. If you just created the Held Statements Connect report, click the refresh icon on the toolbar:
   
   
   
2. Select the created report in the list.
3. Click the drop-down next to the hammer and wrench icon on the toolbar. Then click Run Report.
   
   
   
4. You should see the results on your screen. If desired, you can click the Excel icon at the top to export these results: