In the Print Options tab of the Preferences dialog box, you can set general printing options that will affect reports printed from Dentrix. These settings will not affect letters since they are printed from Microsoft Word.
Under Print Formatting, you have the following options:
· Left Offset and Top Offset - Type the number of inches needed to adjust the alignment of printed insurance claims in the Left Offset and/or Top Offset field. These offsets are intended for use with laser printing variations and affect all Billing Statements and Insurance Claim formats. If necessary, you can enter a negative (-) number to subtract from the margin.
· Print Delay - Set the length of a delay by typing the number of seconds to pass between the time you send a report to the printer and when it actually prints.
· Statement Count - Type the number of statements you want to send at one time to send Billing Statements in batches. The default is 25.
· Patient Note Report Count - Type the number of patient reports to send at one time to send the Patient Note Report in batches. The default is 250.
Under Print Display Option, you have the following options:
· Use ADA Codes in Descriptions - Select if you want ADA codes to appear with their descriptions.
· International Tooth Numbering - Select to use international tooth numbering in the Patient Chart.
Under Additional Print Options, you have the following options:
· Provider ID Column for Statements - Select to print the provider ID next to each transaction description on all walkouts and billing statements.
· No Insurance Flag(*) on Statements - Select to remove the message that appears on the bottom of Billing Statements: An asterisk (*) indicates that this procedure has been billed to insurance.
· Verify Billing Statements to Send - Select to preview billing statements before printing or sending them electronically.
· Copy Billing Statements to Document Center - Select to send a copy of each billing statement you print or submit electronically to the corresponding guarantor’s Document Center as a PDF. This setting does not apply to statements that are sent to the Batch Processor. By selecting this preference, a copy of the statement is sent to the Document Center if you print or electronically send statements using the following methods:
· From the Ledger menu bar, select Print > Statement. Or, on the Ledger toolbar, click the Process Billing Statement button.
· From the Office Manager menu bar, select File > Print. Or, on the Office Manager toolbar, click the Print Preview button on the toolbar. The statements are displayed in the Print Preview window.
· Click the Print button on the Print Preview toolbar (whether or not you selected the Verify Billing Statements to Send).
· From the Print Preview menu bar, select the File > Print Report (whether or not you selected the Verify Billing Statements to Send).
· From the Office Manager menu bar, select File | EBS. Or, on the Office Manager toolbar, click the Electronic Billing Submission button. (Select or clear the Verify Billing Statements to Send.)
Statements sent to the Document Center will have the following information attached:
· Reference Date - The statement date.
· Document Type - The text "Billing Statements" (if this type does not exist, Dentrix will create it for you even if you have reached the limit of 99 Document Center types. You can change or remove the type as with other Document Center types).
· Description - The text "Billing Statements."
Notes:
· For printed statements, the text "This Billing Statement was generated on [mm/dd/yyyy]."
· For electronic statements, the same text as for printed statements and a new line "This Billing Statement was sent electronically and therefore may not be exactly the same as the Billing Statement that the patient received."
· All of the pages of a statement sent to the Document Center are attached as a single document.
· Use Avery 5160 Mailing Labels - By default, Dentrix uses the Avery 5351 label format (with three columns and eleven rows) when printing labels. Select to use the Avery 5160 label format (with three columns and ten rows) when printing labels.
· Mailing Labels - skip patients who have requested no correspondence - Select to skip patients who have "No Correspondence" selected in their Family File when generating mailing labels. This option is selected by default.
· Sort Claim by ID - Select to print procedures on insurance claims in the order the procedures were posted to the Chart or Ledger.
· Sort Pre-treatment by ID - Select to print procedures on pre-estimate claims in the order the procedures were posted to the Chart or Ledger.
· Print Provider Balances for Aging Report - Select to add a provider balance total for each provider in the Aging Report. Also, you can select Include Accounts with 0.00 Balance to include providers with a zero balance.
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