There are many custom options you can set when you generate your billing statements. These options affect what information appears on the statements, how it appears, which patients will be included or excluded from the batch of statements, etc.
Watch this video to learn how to customize the information that appears on statements and set additional billing statement filters.
Key Information
If you check the Print Agreed Payment option, the agreed payment amount will include any previous balance on the account plus the estimated patient portion of any procedures that have been billed to insurance.
If you check the box to Exclude Outstanding to Insurance, Dentrix will not include any part of the balance that is attached to an outstanding insurance claim (including the patient portion). The entire amount of procedures billed to insurance will be excluded from the agreed payment amount.
If you check the option to allow credit card payments, QuickBill will add a box to the statement where patients can write in their credit card information to mail it back to the office. When this option is checked, QuickBill will print the logos for the credit cards your office accepts in the box. (This is based on the credit cards you selected in the QuickBill setup.)
The Save as Default option is workstation specific.
Procedures that were entered in Dentrix before the Balance Forward date do not print on the statement. They are grouped together into one line item on the statement that is labeled Balance Forward. If you want to have these procedures itemized on the statement, change the balance forward date to a date further in the past.
If you are current in closing the month, you can check the Only Bill Accounts Aging option to only send statements to patients with a balance that is older than a certain amount of time
