Medisoft Quick Tip: How To Convert A Statement For Use With Statement Management
1. Click on Reports -> Design Custom Reports and Bills.
2. The Medisoft Report Designer will launch. Click File -> Open Report.
3. From the Open Report window select “Statement” from the “Show Report Style” selection, select the desired statement to edit and click OK.
4. The selected statement will open; Click File -> Report Properties.
5. From the Report Properties window click the “Convert” button.
6. Click “OK” from the Convert Statement window. *It is not recommended that “Delete copy of the old Statement file” be selected at this point in the event something undesired occurs; the original statement can be deleted at any time from Tools -> Add/Copy User Reports.
7. You will receive a confirmation message that the Statement converted successfully, click OK. And close the Medisoft Report Designer.
8. The report will now be available for use in Statement Management