Skilled Nursing Facilities

Contents

Trust Portal Statements Quick Reference Guide

Step

Action

1.

Generate

  •  Edit and post recurring charges batches.

  • Post all open Trust batches.

  • Click Generate Statements.

  • Select Include all residents.

  • In the Statement Date field, select the statement date.

2.

Print from Report 

  • In the Report List under the Trust section, click Trust Statements

  • Select Print trust statements by client or by generation date.

  • Select Most Recent Statement.

  • Select other desired fields.