Statement generation for patient

[beacondental]

Hi Team,

Can you please guide me with an API or query on generating the latest statement document for a given patient number?

[SLeon]

Good morning,

The API does not currently have a Statements GET endpoint. We can add this to our development list, if you like.

You can use the Queries resource to run your query. The schema for the statement table can be found here.

[beacondental]

I request you to please add the statement GET API to your development list, and also using that API, will I be able to generate a PDF file of that statement for a specific patient? I mean will that statement response contain the statement text, as we have receipt text in the payments GET?

[SLeon]

Good morning,

I have added Statements GET to our development list. Because our endpoints are based on table schema, the returned fields will be some or all of those found in the statement table.

If a pdf was already generated for this statement in Open Dental, then this new Statements GET will return the statements.DocNum field. You can use this in a Documents POST DownloadSftp request to retrieve the pdf. If a pdf was not already generated in Open Dental (i.e. the statement.DocNum==0), then you can generate your own statement pdf using the returned data.

[AustinD]

Hello,

This feature request is complete and is available in version 24.2.28. For more information see our online documentation.
https://www.opendental.com/manual242/apistatements.html

Thank you.

[mic.dental]

If a pdf was not already generated in Open Dental (i.e. the statement.DocNum==0), then you can generate your own statement pdf using the returned data.

Hey, Guys

How can I generate a pdf statement in order to be able to download it here if it exists? Or just generate the latest statement pdf for a given PatNum?

I am looking at https://www.opendental.com/site/apistatements.html, currently GET methods return only statement's metadata.

[justine]

If a pdf was not already generated in Open Dental (i.e. the statement.DocNum==0), then you can generate your own statement pdf using the returned data.

Hey, Guys

How can I generate a pdf statement in order to be able to download it here if it exists? Or just generate the latest statement pdf for a given PatNum?

I am looking at https://www.opendental.com/site/apistatements.html, currently GET methods return only statement's metadata.

Hello mic.dental,

Statements GET returns a statement object with a DocNum. You can use the DocNum with Documents POST Download SFTP to retrieve the pdf.

Thanks!

[mic.dental]

Thanks for answering. Just to clarify - what should I do when API returns statement entity with DocNum = 0?

Previously it was mentioned that there is a way to generate a PDF for such a statement but I can't find how.

If a pdf was not already generated in Open Dental (i.e. the statement.DocNum==0), then you can generate your own statement pdf using the returned data.

[justine]

Thanks for answering. Just to clarify - what should I do when API returns statement entity with DocNum = 0?

Previously it was mentioned that there is a way to generate a PDF for such a statement but I can't find how.

If a pdf was not already generated in Open Dental (i.e. the statement.DocNum==0), then you can generate your own statement pdf using the returned data.

Good morning mic.dental,

I apologize for the confusion. I believe what SLeon was saying is that you can take statement data from the database and construct your own statement, or you can use the documents endpoint and retrieve the statement pdf that was constructed within Open Dental.

Thanks!