Patient Statement Design Checklist

Say goodbye to poorly designed transactional documents! This checklist provides a step-by-step, engaging approach to guide you and your team to patient-friendly statements that are not only easy to understand, but also reinforce your organization’s image. Your clients can’t pay you if they’re having a hard time reading and understanding what you’re charging them for. Everybody’s goal when looking at a bill is to determine who it’s from, what their charges are, and how much they owe. Yet, many different psychological factors have an effect on this process as well.

This resource provides you with…

Prioritization Tool

This resource exists as a tool you can use for every patient statement that you design. It highlights common mistakes practices make when designing their client's bills with a detailed explanation as to why its concepts work.

ADA Compliant Concepts

The typeface you choose impacts how easy it is to read text. Patient statements may even need different fonts or typefaces because of how they appear on screen or paper. After downloading, you'll know where to start.

Pro Design Concepts

You won't be able to design beautiful patient statements without understanding design concepts. This resource teaches you techniques and terms that the pros use so that you can learn along the way.

Other Available Resources...