Need the option to generate statement to patient that only shows their treatment, insurance payments and balance. When sending a statement, it will reflect all family members info who have had something posted to their ledger within that last month. For example, if a patient is 21 years old and still on his dad's insurance and we send his mom a statement for her balance but the 21 year old son was also seen recently, his appointment info will reflect on her statement. How can we be more selective with statements so that they're HIPPA compliant?
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