How to print statements by Insurer


Capable 21C is able to produce subsets of the total debtors list to facilitate group mailings. The total debtors list may be broken up by insurer as well as by other filters. This article explains how to filter statements by insurer.

Underlying challenge

Capable 21C uses the Insurer nominated on the patient file and the filter option in the Debtors window to control which statements are printed.


To obtain a statement run for a particular insurer, follow these steps:

  • Ensure that each patient for the desired insurer is configured correctly for that insurer.
  • In the debtors window, select ‘Insurance Statements Only’
  • Choose the insurer from the drop down window.
  • Click the button to print statements.
  • Detailed Information

    To ensure that a patient file is configured correctly:

  • Go to Patient Details for the patient in question.
  • Go to the Insurance Tab.
  • Select the appropriate Insurer.
  • Close Patient Details.
  • To filter the debtors statement run:

  • Open the debtors window.
  • Change the ‘Print all Statements Selected’ drop-down to read ‘Print only for insurance patients’
  • A new drop-down will appear immediately below this option. In that drop-down select the desired insurer.
  • It is possible to confirm which statements will print by reviewing the ‘Filter’ column. An ‘Ok’ will appear for each patient whose statement will be printed.
  • Click the ‘Print Statements’ button to produce the statements.
  • 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.

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