Setting billing types

In Dentrix, each account is assigned a billing type. Using that number, 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

Notes:

·        You can have up to a total of 99 billing types. To learn more, click Customizing billing types.

·        While you can set a patient's initial balance from the initial balance/billing type group box, we do not recommend that you do so from the Family File window. Dentrix sets a patient's initial balance automatically from the Ledger when you enter a procedure. If you are converting your accounts to Dentrix from another practice management program, you can transfer any account balances manually using the Family File.

Setting a billing type

1.   From the File menu in the Family File, click Select Patient.

The Select Patient dialog box appears.

2.   Select the patient whose billing type you want to set, and then click OK.

The Family File window appears.

3.   Double-click the initial balance/billing type group box.

The Billing/Payment Agreement Information dialog box appears.

4.   From the Billing Type list, select the appropriate billing type, and then click OK.