Description
This quick guide provides an overview of the Statement Options section in the Statement Configuration module.
About
The Statement Options section in the Administration module set the default statement settings for a practice. This provides the option to create a global standard for the statement options in a practice. These settings are applied to single statements generated in the Billing module as well as bulk statements generated in the Reports module.
Note
The option to select statement settings for each patient in the Billing and Reports modules are available. If the statement settings are updated for an individual patient, the statement settings included in the Administration module will be overridden.
Contents
The following topics are covered in this quick guide:
- Section 1 - Accessing the Statement Options Section
- Section 2 - Reviewing the Statement Options Section
Steps
Section 1 - Accessing the Statement Options Section
- In the Sidekick, click the More menu, then click Administration.
- In the Administration menu, within the Billing management drop-down list, click Statement configuration.
- The Statement Configuration module is displayed.
Section 2 - Reviewing the Statement Options Section
There are six primary options available in the Statement Options section:
- Option 1 - Invoices with Outstanding Insurance
- Option 2 - Outstanding Insurance Estimates
- Option 3 - Fully Paid Invoices
- Option 4 - Breakdown of Payments by Line Items
- Option 5 - Breakdown of Adjustments by Line Items
- Option 6 - Removed Line Items
- Option 7 - Voided Transactions
The below table includes examples when the HOH's household is shared with the RP for line item transactions:
| Option # | Statement Option | Hide Switch Enabled | Show Switch Enabled |
|---|---|---|---|
| 1 | Invoices with Outstanding Insurance | Outstanding insurance amounts will not display on invoices. Therefore, fully paid insurance claims and all associated transactions will not display in the invoice. | Outstanding insurance amounts will display on invoices. |
| 2 | Outstanding Insurance Estimates | This setting is a child control of ‘Invoices with outstanding Insurance.’ To show invoices on the statement where insurance is still outstanding, set this control to show. Note: These controls operate together. If ‘Invoices with outstanding insurance’ is set to ‘Hide’, the ‘Outstanding insurance estimates’ control is disabled. | To show invoices on the statement where insurance is still outstanding. |
| 3 | Fully Paid Invoices | Set this option to ‘Show’ Fully paid invoices on the rendered statements. Fully paid invoices are those with $0.00 balance remaining. | |
| 4 | Breakdown of Payments by Line Items | Configure this setting to show or hide the breakdown of payments per line on the statements. When set to ‘Hide’, all the line items in the invoices for the statement will not be shown. | |
| 5 | Breakdown of Adjustments by Line Items | Adjustments can be collapsed or expanded, just as with the breakdown of payments. An administrator can control the level of detail to provide, setting whether or not to show the breakdown of adjustments per line on the statements. | |
| 6 | Removed Line Items | When Removed line items is hidden, any removed line items in the invoice are not shown. | Outstanding insurance amounts will display on invoices. |
| 7 | Voided Transactions | When the user needs to remove entries or rectify accidental transactions in the ledger, this setting will hide them so as to not complicate the account statement by showing these voids. Admin has the option to show or not show voided transactions on the statements. The selection affects all the voided transactions. |
-
Option 1 - Invoices with Outstanding Insurance
- Invoices with outstanding insurance - This setting is helpful if you do not wish to clutter the statements with fully paid insurance claims. Setting this option to ‘Hide’ will remove invoices, and all associated transactions from the statement.
- Outstanding insurance estimates - This setting is a child control of ‘Invoices with outstanding Insurance.’ To show invoices on the statement where insurance is still outstanding, set this control to show.
-
Fully paid invoices
Set this option to ‘Show’ Fully paid invoices on the rendered statements. Fully paid invoices are those with $0.00 balance remaining.
In these examples, the Fully paid invoices are shown:
In these examples, the Fully paid invoices are hidden:
- Breakdown of payments by line item
-
Breakdown of adjustments by line item
Adjustments can be collapsed or expanded, just as with the breakdown of payments. An administrator can control the level of detail to provide, setting whether or not to show the breakdown of adjustments per line on the statements. In these examples, the ‘Breakdown of adjustments by line item’ is set to Show:
In these examples, the ‘Breakdown of adjustments by line item’ is set to Hide:
- Removed line items
- Voided Transactions
-
Create a statement
-
In Billing, select the ‘Statement’ button.
-
In Reports, select ‘Statements’
-
Click 'More options' to display the options to overwrite
the global settings in that specific print job.
When the user needs to remove entries or rectify accidental transactions in the ledger, this setting will hide them so as to not complicate the account statement by showing these steps.
- The option will display and you can configure the settings for the individual Statement.
- Click 'Print statement'.
- If the user is fine with the global setting and doesn’t want to overwrite changes, clicking “Hide more options” will close the extra part of the dialog.
- Invoices with outstanding insurance - This setting is helpful if you do not wish to clutter the statements with fully paid insurance claims. Setting this option to ‘Hide’ will remove invoices, and all associated transactions from the statement.
- Outstanding insurance estimates - This setting is a child control of ‘Invoices with outstanding Insurance.’ To show invoices on the statement where insurance is still outstanding, set this control to show.
-
Fully paid invoices
Set this option to ‘Show’ Fully paid invoices on the rendered statements. Fully paid invoices are those with $0.00 balance remaining.
In these examples, the Fully paid invoices are shown:
In these examples, the Fully paid invoices are hidden:
- Breakdown of payments by line item
-
Breakdown of adjustments by line item
Adjustments can be collapsed or expanded, just as with the breakdown of payments. An administrator can control the level of detail to provide, setting whether or not to show the breakdown of adjustments per line on the statements. In these examples, the ‘Breakdown of adjustments by line item’ is set to Show:
In these examples, the ‘Breakdown of adjustments by line item’ is set to Hide:
- Removed line items
- Voided Transactions
-
Create a statement
-
In Billing, select the ‘Statement’ button.
-
In Reports, select ‘Statements’
-
Click 'More options' to display the options
to overwrite the global settings in that specific print job.
When the user needs to remove entries or rectify accidental transactions in the ledger, this setting will hide them so as to not complicate the account statement by showing these steps.
- The option will display and you can configure the settings for the individual Statement.
- Click 'Print statement'.
- If the user is fine with the global setting and doesn’t want to overwrite changes, clicking “Hide more options” will close the extra part of the dialog.
Enabling the Invoices with outstanding insurance toggle switch
will
Note: These controls operate together. If ‘Invoices with outstanding insurance’ is set to ‘Hide’, the ‘Outstanding insurance estimates’ control is disabled.
In this example, the Invoice with outstanding insurance is set to Show:
In these examples, the 'Invoice with outstanding Insurance' and 'Outstanding insurance estimates' are set to Show:
In these examples, the Invoice with outstanding Insurance and Outstanding insurance estimates are set to Hide:
Configure this setting to show or hide the breakdown of payments per line on the statements. When set to ‘Hide’, all the line items in the invoices for the statement will not be shown. In these examples, the 'Breakdown of payments by line item' is set to Show:
In these examples, the 'Breakdown of payments by line item' is set to Hide:
When Removed line items is hidden, any removed line items in the invoice are not shown. In these examples, the ‘Bemoved line items ’ are set to Show:
When the user needs to remove entries or rectify accidental transactions in the ledger, this setting will hide them so as to not complicate the account statement by showing these voids. Admin has the option to show or not show voided transactions on the statements. The selection affects all the voided transactions.
In these examples, the voided transactions are shown:
In these examples, the voided transactions are hidden:
Billing and Report Statement Rendering
When statements are generated in Billing and Reports, a dialog is displayed allowing you to set the date range for the statement.
This dialog also enables statement configurations to be changed for the current statement generation, only by using the ‘More Options’ button.
For more Billing Transactions show on Statements
-
Section 2A - Invoice with Outstanding Insurance
The Invoice with outstanding insurance option contains the
following two settings:
Note: These controls operate together. If ‘Invoices with outstanding insurance’ is set to ‘Hide’, the ‘Outstanding insurance estimates’ control is disabled.
In this example, the Invoice with outstanding insurance is set to Show:
In these examples, the 'Invoice with outstanding Insurance' and 'Outstanding insurance estimates' are set to Show:
In these examples, the Invoice with outstanding Insurance and Outstanding insurance estimates are set to Hide:
Configure this setting to show or hide the breakdown of payments per line on the statements. When set to ‘Hide’, all the line items in the invoices for the statement will not be shown. In these examples, the 'Breakdown of payments by line item' is set to Show:
In these examples, the 'Breakdown of payments by line item' is set to Hide:
When Removed line items is hidden, any removed line items in the invoice are not shown. In these examples, the ‘Bemoved line items ’ are set to Show:
When the user needs to remove entries or rectify accidental transactions in the ledger, this setting will hide them so as to not complicate the account statement by showing these voids. Admin has the option to show or not show voided transactions on the statements. The selection affects all the voided transactions.
In these examples, the voided transactions are shown:
In these examples, the voided transactions are hidden:
Billing and Report Statement Rendering
When statements are generated in Billing and Reports, a dialog is displayed allowing you to set the date range for the statement.
This dialog also enables statement configurations to be changed for the current statement generation, only by using the ‘More Options’ button.
For more Billing Transactions show on Statements
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