In Dentrix, each family account is assigned a billing type. By using billing types, you can target specific groups when applying finance charges, processing bills, and printing reports. Dentrix comes with the following default billing types:
1: Standard Billing - finance charges
2: Standard Billing - no finance charges
3: No Insurance
4: Insurance Family - Dual Insurance
5: Insurance Family - finance charges
6: Payment Plan - finance charges
7: Payment Plan - no finance charges
8: Bad Debt - at risk
9: Bad Debt - to collections
10: No Statement and No Finance Charges
If one of these default billing types does not meet your needs, you can create a custom billing type.
Note: You can have up to a total of 99 Billing Types.
After you have added a new family, you'll want to specify a billing type to be used for billing with that family.
Note: When you specify or change a billing type for any member of the family, the billing type is automatically updated for all members of that family.
To set the billing type for a family
1. Select a patient in the Family File.
2. In the Family File window, double-click the Balance and Payment block.
The Billing/Payment Agreement Information dialog box appears.
3. In the Billing Type list, select the billing type you will use when billing this family.
4. Click OK.