Open Dental Forum

I don’t think this is possible now (in using Statements and reading the manual) and I haven’t found it in the Feature Request.

Is there a way to print a statement (walkout) that includes only active patients instead of all patients in a family? In my example, there’s a guarantor that’s marked a Non-patient. A second parent is archived. The 2 children are active. On a walkout for today’s treatment for the children only, all four names and account details show up.

I know this situation isn't common (not much need for it probably), and I can print a single statement for each child to keep it clean...just wanted to try to keep everything on one page.

Is there account activity for those non-patients? That's the only reason why I can think of that they might show on the statement. Can you change the date range to exclude them? The guarantor will continue to show up because there's financial activity there. Unless you show the child as making the payment. I think if you are careful, you can make sure the guarantor is not involved in any transactions, but that's not the default behavior.

The non-patient is the guarantor but does NOT have any account or chart activity, just commlog entries. (Payments have been linked to the children only so the parent ledger is empty). Changing the date range doesn't exclude the guarantor or other archived family members. I'm assuming this is a function of being able to print individual OR family, no in-between option and no exclusions for non-patient or archived people on the account.
Thanks for the info, jsut wanted to make sure I wasn't missing an option to exclude archived/non-patient on a statement.