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Kareo Help Center

Self-Print and Mail Patient Statement Batch

Once patient statements have been prepared, use the Print Patient Statements option to print a batch of statements on your office printer and mail them yourself. Statements will open using Adobe Reader and are then ready to send to your printer.

Self-Print and Mail Patient Statement Batch

After preparing your patient statements, send your patient statement batch to the mailing house for printing and mailing.

  1. Click Send Statements at the bottom of the Find Claim window. The Send Patient Statement wizard opens.


Information on this page pre-populates with Default Batch Options set in Patient Statement Options.

  1. Review and change statement criteria, if necessary.
  • Days Between Statements: Enter the default setting for the number of days between statements (typically 30 days).
  • Minimum Balance: Enter the minimum balance that must be met in order to prompt a patient statement, formatted as "$0.00."
  • Max Statements Sent: Enter the maximum number of statements sent to a patient who has not made a payment. If you do not wish to set a maximum, enter the number 99 — do not enter 0.
  1. Review and change statement billing sequence, if necessary.
    • Print only: Only printed statements are sent to patients.
    • Email and print concurrently: Both an email and a printed statement are sent to the patient at the same time.
    • Email only: Only email statements are sent to patients.

      Note: Email option is only available on accounts where Stripe has been activated.
  2. Click Show Patients. A list of patients who meet the criteria is generated.


  1. Review the list of patients and information. To exclude a specific patient from receiving a statement, click and clear the checkbox to the left of the patient's name.
  2. Click Print Patient Statements at the bottom of the window. A confirmation pop-up window opens.
  3. Click Yes to confirm the number of patient statements and continue. The Adobe print window opens to print your statements.


The confirmation of statements sent to PDF window opens in Kareo.

  1. By default, the option to "mark patient statements as sent" is set to Yes. If you do not wish to change the status, click No and the patient claims will remain as Ready for Patient Statement.
  2. Click Finish.



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