Verifying and Sending Billing Statements Electronically
Before you send a batch of statements electronically, you can review the statements, add individual billing statement notes, or change their delivery method.
Watch this video to learn how to verify billing statements and send statements by mail or email.
To send billing statements by email, guarantors must have a valid email address and a birthday on file in Dentrix.
If you did not select the option "Verify Billing Statement To Send" (as discussed earlier in this Quick Start series), the preview window will not appear. Instead, statements will immediately send using the preferences set in the guarantor's Family File, or the practice's default delivery method if a preference has not been entered for the family.