Patients in Credit and Statement Runs


If patients have credits, they may or may not be included on statement runs. Capable 21C is configurable to include or exclude these patients. This article describes how to configure Capable 21C to suit the office’s requirements.

Underlying challenge

Technically, Capable 21C produces statements of amounts owing. Offices may not want to print and mail statements for patients/clients who’s account is in credit, so Capable 21C offers the options to either exclude all accounts in credit, or to exclude accounts that have particularly small debts. The Debtors Statements window will display which accounts are to be printed by displaying an ‘Ok’ in the Print column.


To enable or disable the feature to restrict the production of credit statements, go to the Setup|Settings window and tick (or untick) the checkbox on the Statements tab called ‘Include Credit Patients/Clients in Statement Runs’.

To exclude or include accounts with small debts, alter the small debts value displayed on the Debtors Statements window. Changing this value to $0 will ensure that statements are printed for all accounts in debit.

Detailed Information

Note that there is also a list of debtors that can be produced via the End of Week Processing feature.  It is possible to alter the configuration of the End of Week Processing feature to also print creditors using the following steps.  Note that this feature will only operate on Capable 21C v1.5.625 or later:

  1. Go to Setup|Settings.
  2. Go to the Other tab.
  3. Click on the Statements system component.
  4. Click on the 'Include Creditors on End of Week' setting.
  5. Change its value to True.
  6. Click Close (no need to Apply).
This knowledge resource is designed for use on a Windows (tm) XP system operating at a screen resolution of 1024x768 or better. Windows Media Player must be installed for this training resource to operate correctly.

Copyright 2008 Capable Software Pty Ltd

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