Privacy by design. Everything runs locally in your browser. Patient data is never uploaded, transmitted, or stored: only your practice and formatting settings are saved to this browser. Statements open in your own email client, so nothing is sent from this page. On a public device, use test data only.
1
Statement Setup & Formatting
These settings shape every e-statement generated belowPractice / Sender
+ Upload logo (PNG/JPG)
Remit-To & Payment
Statement Options
Messages (dunning by oldest balance)
Appearance
Modern
Classic
Compact
PDF output uses the closest built-in PDF font (Helvetica / Times / Courier).
Email Draft Defaults
Placeholders: {patient} {practice} {amount} {duedate} {account} {portal} {phone}
2
Add Patient Statement Data
CSV • 835 / ERA • Excel • PDF • manual • pasteUpload files
Manual entry
Paste table
Drop files here or click to browse
.csv • .835 / .txt / .edi (X12 835 remits) • .xlsx / .xls • .pdf
| Service date | Code | Description | Charge | Ins. paid | Adjustment | Patient owes |
|---|
Paste rows copied from Excel / Sheets (tab-separated) or CSV text. First row should be headers.
3
Patients & Balances
No patients loaded yet — add data in section 2.
4
Preview & Send e-Statements
Uses selected patients (or all if none selected)No patients
Statement preview appears here