There are many custom options you can set when you generate your billing
statements. These options affect what information appears on the
statements, how it appears, which patients will be included or excluded
from the batch of statements, etc.
Watch this video to learn how to customize the information that appears
on statements and set additional billing statement filters.
Key Information
If you check the Print Agreed Payment option, the
agreed payment amount will include any previous balance on the account
plus the estimated patient portion of any procedures that have been
billed to insurance.
If you check the box to
Exclude Outstanding to Insurance, Dentrix Enterprise
will not include any part of the balance that is attached to an
outstanding insurance claim (including the patient portion). The
entire amount of procedures billed to insurance will be excluded from
the agreed payment amount.
If you check the option to allow credit card payments, QuickBill will
add a box to the statement where patients can write in their credit
card information to mail it back to the office. When this option is
checked, QuickBill will print the logos for the credit cards your
office accepts in the box. (This is based on the credit cards you
selected in the QuickBill setup.)
The Save as Default option is workstation specific.
Procedures that were entered in Dentrix Enterprise before the
Balance Forward date do not print on the statement.
They are grouped together into one line item on the statement that is
labeled Balance Forward. If you want to have these
procedures itemized on the statement, change the balance forward date
to a date further in the past.
If you are current in closing the month, you can check the
Only Bill Accounts Aging option to only send
statements to patients with a balance that is older than a certain
amount of time
