Editing billing statement notes

You can set up a library of custom notes in Dentrix. These notes serve as templates that you can draw from. You can use the text of any note without changing it or customize it as needed, depending on the situation for which you are adding a note.

Billing statement notes are account-specific information that print automatically on a guarantor's billing statement. You can enter or view billing statement notes while viewing any member of a family. You can also add or delete billing statement notes.

To edit a billing statement note

1.   From the Maintenance menu in the Office Manager, point to Practice Setup > Custom Notes, and then click Billing Statement Notes Setup.

The Custom Billing Statement Notes Setup dialog box appears.

2.   Click Edit.

The Edit Custom Billing Statement Note dialog box appears.

4.   Make any necessary changes to the description and/or note.

5.   To save your changes, click OK.