Before you begin using QuickBill to send billing statements electronically, you must set it up in Dentrix and specify your preferences. QuickBill will use these settings when you send your statements.
Watch this video to learn how to set up QuickBill and QuickBill preferences in Dentrix.
QuickBill Setup
Open the Office Manager, and click Maintenance > Practice Setup > Electronic Billing Setup..., and perform the following tasks:
If you have more than one QuickBill user account, click the gear icon to set up or select additional accounts.
In the QuickBill ID and Password section, enter your QuickBill ID, Account Name, and Password as prompted.
In the Options section, choose the statement color and accepted credit cards that should appear on mailed billing statements
If you accept online payments, check Enable eStatement Payments and enter your Worldpay merchant account information - as prompted.
Dentrix Preferences
From the Office Manager, click Maintenance > Practice Setup > Preferences, select the Print Options tab, and perform the following tasks:
Select Verify Billing Statements to Send to enable a preview window that allows you to review an account, edit the billing statement note, or exclude an account from receiving a statement.
Select Copy Billing Statements to Document Center to automatically keep a copy of the statement in the guarantor's Document Center. These copies can be useful for reference should patients call with questions about their statement.
Key Information
QuickBill statements are printed with black text on a white sheet of paper. The color options apply to the background behind the text.
If you would like to save your statements to the guarantor's Document Center, select the Copy Billing Statements to Document Center option in the Preferences dialog box.
