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:
In the QuickBill Account Settings section, enter your QuickBill ID, Account Name, and Password as prompted.
Choose a Default Delivery Method to use for guarantors that have not made a selection of how they would like to receive their statements.
Select Enable QuickBill Mail and choose the statement color and accepted credit cards that should appear on mailed billing statements.
Select Enable QuickBill Email and enter your Worldpay merchant account information when 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, and change the delivery method for 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.
