Print Statements from Report in the Trust Portal

You can print trust statements. The Trust Statement provides a listing of all trust transactions for a resident over a designated time period.

In the Report List under the Trust section, click Trust Statements.
In the Report Options pop-up, select Print trust statements by client or by generation date.
Select the resident by name or number. Leave blank to print statements for all residents with trust accounts.
Select Most Recent Statement Since and specify a date or date range.
Select, if desired, Include Transactions After Last Statement.
Select, if desired, to Include default control account.
Specify a resident account or select all.
Sort by Statement Date or Resident Name.
Select Language Format.
Enter a Statement Message that appears on all the trust statements.
Click Run Report.

If you need to reprint some of your trust statements due to a paper jam or other technical difficulty, select the report option Reprint From and enter up to 5 letters of the Last Name. Statements are reprinted from that point.

Skilled Nursing Facilities