---
title: "How to manage patient accounts Part 2"
url: "https://help.healthbridgenova.co.za/en/article/how-to-manage-patient-accounts-part-2"
language: "en"
last_updated: "2026-07-13T14:04:23.227Z"
---

# How to manage patient accounts Part 2

Many actions can be done on a patient account allowing the practice to manage the account better and ensure they are regularly updated.  Below are a few examples of the options available to help monitor and manage the patient account.

**How to Generate/Email a statement**

1.  From the **‘Accounts’** tab, search for the patient, and view the account.
2.  Select the **“Generate Statement” or “Email Statement”** option.
3.  Choose the statement type either **“outstanding balance only”** or **“Full statement”**
4.  **“Outstanding balance only”** allows the user to select the outstanding invoices only.
5.  **“Full statement”** allows the user to select a specific date.
6.  Once all the required information is captured, click **“Generate statement” or “Email Statement”.**

![](https://cdn-assets.productfruits.com/467a849c-8681-437d-b4af-18c4b3a56269)

**Note:** The user can also add a message to appear at the bottom of the screen.

![](https://cdn-assets.productfruits.com/8541fe05-d07c-4293-9d64-67f84ad3713d)

**How to write off a balance**

1.  From the **‘Accounts’** tab, search for the patient, and view the account.
2.  Select the **“Write-off”** option.
3.  Select the amount you would like to **“Write-off”**
4.  Click on **“save”** 

![](https://cdn-assets.productfruits.com/b6adc44e-7513-404e-975e-07053cea9491)

**Note:** The NOVA system will advise the user on recommended actions on particular claims.

![](https://cdn-assets.productfruits.com/bd2c5a49-edac-4132-a126-28a17bfe1f12)**How to capture a credit note** 

1.  From the **‘Accounts’** tab, search for the patient, and view the account.
2.  Select the **“Credit note”** option.
3.  Complete all the required fields.
4.  Click on **“Save”** to ensure the credit note has been added to the client account.

![](https://cdn-assets.productfruits.com/d42c3d09-43d9-4a8f-bd2c-619212fc970e)