How to find a patient statement

Last updated: October 19, 2026

Overview

Every statement Canvas creates for a patient is saved as a PDF, whether it was sent automatically, created one at a time, or printed in a batch. Staff can open these PDFs from the patient's profile or from a claim to see exactly what the patient received.

Before you start

You need access to Revenue in Canvas. Without it, the document menu described below is grayed out. Ask an administrator on your instance if you can't open it.

From the patient's profile

  1. Open the patient's chart and select Profile at the top of the page.

  2. In the billing area on the right, next to the patient's balance, select the document icon 📄.

  3. Select Statements.

  4. Find the statement you need and select PDF to open it.

Patient chart with the Profile tab highlighted as step 1

Step 1: select Profile at the top of the patient's chart.

Patient profile with the document icon highlighted as step 2 and Statements in the menu highlighted as step 3

Steps 2 and 3: select the document icon next to the patient balance, then Statements.

Statements list open over the patient profile, with the PDF buttons in the Statements list highlighted as step 4

Step 4: select PDF on the statement you need.

The Statements list shows each statement with these columns:

Column

What it shows

Statement date

When the statement was created.

Originator

Who created it. Automated statements show Canvas Bot.

Balance

The amount due on the statement.

Workflow

How it was created: automated (sent on a schedule), adhoc (created with Create statement), or batch (printed in a statement batch).

PDF

Opens the statement.

From a claim

  1. Open the claim. From the patient's profile, select Outstanding claims and then the claim, or open it from a claims queue in Revenue.

  2. Select the document icon 📄.

  3. Select Statements to see the statements that include this claim, then select PDF.

Patient profile with the Outstanding claims tab open and a claim highlighted as step 1

Step 1: open the claim from Outstanding claims on the patient's profile.

Claim page with the document icon highlighted as step 2 and Statements in the menu highlighted as step 3

Steps 2 and 3: on the claim, select the document icon, then Statements.

Creating a new statement

To create a statement on the spot, select Create statement at the top of the Statements list. The button is available when the patient has a balance and you have permission to create statements. The new statement appears in the list with the workflow adhoc.

Things to know

  • The list shows that a statement was created, not whether it was emailed or mailed.

  • A statement that could not be sent, for example because the patient has no valid mailing address, does not appear in this list. Your Canvas team can set up a daily tracking report that shows each statement Canvas attempted, how it was sent, and any delivery error.

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