Bulk Generate Statements lets you create, print, and email patient statements for multiple patients at once from the Accounts Receivable report. Instead of generating statements one patient at a time, you can select a group of patients and process them all in a single action.
How to Bulk Generate Statements
1. Navigate to the Accounts Receivable Report
Go to Reports > Accounts Receivable.
2. Click "Bulk Generate Statements"
In the report table header, click the Bulk Generate Statements button.
This reveals checkboxes next to each patient row in the table.
3. Select Patients
Check the box next to each patient you want to generate a statement for.
A tooltip will appear showing how many statements are selected.
You can also use the header checkbox to select or deselect all visible patients at once.
4. Choose an Action
Once you have selected at least one patient, the tooltip displays the available actions:
Action | What it does |
Generates statement PDFs for download | |
Generates statements and sends them via email |
5. Configure the Statement
After choosing an action, a dialog appears where you can set:
Invoice filter - Choose whether to include only outstanding invoices or all invoices.
Date range - Optionally limit to invoices from a specific time period using the From Date and To Date fields.
Clinics - By default, all clinics are included. Uncheck "Include all clinics" to choose specific clinics.
Billing Address Clinic - Select which clinic's address appears on the statement. If not set, the patient's preferred clinic is used by default.
Statement Memo (optional) - Add a note that appears on the statement. You can also insert a saved template.
Merge files into one PDF - Toggle this on to combine all generated statements into a single PDF file (available for Print and Send Payment Request actions).
Will this be billed to the patient? - Toggle to indicate whether the statement is billed directly to the patient.
6. Click "Generate"
Click the Generate button to start processing.
A progress bar will appear showing how far along the system is.
Do not close or navigate away from the page while processing is in progress.
Print Action
When you choose Print, the system generates a statement PDF for each selected patient. After processing completes:
The dialog updates to show a "Download Generated Statements" view.
You can download individual statement PDFs or the merged file (if you toggled "Merge files into one PDF").
Email Action
When you choose Email, the process has two steps:
Step 1: Generate Statements
The system generates statements for each selected patient. After processing completes, the dialog advances to Step 2.
Step 2: Review and Send Emails
A table appears showing each patient, their email address, subject line, and email content.
You can review and edit the email content for each patient before sending.
The statement PDF is attached to each email automatically.
Frequently Asked Questions
Q: Can I generate statements for patients with no outstanding balance? Yes. If you select "Include all Invoices" in the invoice filter, statements will be generated for all patients regardless of balance.
Q: What happens if an error occurs for one patient during processing? The system logs the error for that patient and continues processing the remaining patients. You can retry the failed patient individually afterward.
Q: Can I filter which clinics are included? Yes. In the configuration dialog, uncheck "Include all clinics" and select the specific clinics you want. Only invoices from those clinics will be included in each patient's statement.
Q: What does the "Merge files into one PDF" option do? This combines all generated statement PDFs into a single downloadable file. This is useful for printing or internal record-keeping. When using the Email or Send Payment Request actions, each patient still receives their own individual statement.
Q: Do I need to keep the page open while statements are generating? Yes. The processing runs in your browser. If you close or navigate away from the page, the process will stop. Wait for the progress bar to complete before leaving the page.
Q: What is the "Billing Address Clinic" field for? This determines which clinic's address appears on the generated statement. If you leave it blank, the system uses each patient's preferred clinic by default.