Billing statements provide guarantor’s with a record of their financial transactions with the practice.
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Why: |
To keep patients informed of the financial standing. |
When: |
Monthly |
In the Office Manager, from the Reports menu, click Billing. For step-by-step instructions on how to create billing statements, see the Dentrix Help (in the Office Manager, from the Help menu, click Contents).
A. Payment Slip – The portion of the billing statement that can be cut off and returned with payment.
B. Financial Transactions – The financial transactions posted to the guarantor’s account since the previous billing statement.
C. Financial Summary – The guarantor’s current balance, prior balance, and total of credits and charges applied during the current billing cycle.
Note: If you select Print Account Aging when setting the options for this statement, this section displays the guarantor's aged balances.
D. Credit Card Information – If you select Allow Credit Card Payments when setting options for billing statements, the credit card information lines appear on the payment slip.
E. Dunning Message/Guarantor Note – If a guarantor note has been entered for a guarantor, the note prints on the guarantor’s billing statements. If no guarantor note has been entered, the appropriate dunning message is printed. For details about how to enter guarantor notes or dunning messages, see the Dentrix Help (in the Ledger, from the Help menu, click Contents).
F. Insurance Estimate – If you select Print Dental Insurance Estimate when setting options for billing statements, the insurance estimate box appears on the statement.
G. Statement Note – If you entered a note in the Statement Message field when setting options for billing statements, the text of that note appears on each statement.
H. Please Pay This Amount – If you select Print Agreed Payment when setting options for billing statements, the Please Pay This Amount box appears on the statement.
