Financial Statements

Updated on June 10, 2026 | 12:44 PM – CST

A walkthrough of the Financial tab, where a patient's financial records live.

The video shows what the tab pulls together: the amount pending from the plan or patient, the last payment date, payment history, and financial visits.

It then covers the four actions in the top menu bar: Requeue Statement to send a patient statement back through the queue, HSA Statement for a year-end HSA submission, Print Statement for a printout, and Ledger for the full patient ledger.