You will use your Open Dental software to generate the original list of billing statements that get sent to the EDS Bridge and EDS clearinghouse to mail to patients.
To send statements from Open Dental
1. In Open Dental, click the Manage button on the Open Dental toolbar.
2. In the top left corner under Daily, click Billing.
3. Under Filter, select Exclude if Balance is less than, and specify a dollar amount to use as a minimum balance for mailing printed billing statements.
Note: If the cost to print and mail a statement is more than the patient balance, you will lose money by sending a statement. Also, you may not want to bother patients with a billing statement for a small balance that your office could easily write off.
4. Under Account History Date Range, specify a Start Date and End Date for procedure dates you want included in your billing statements (or use the Last 30/45/90 Days buttons to have those dates automatically filled in for you).
Warning: Do not click All Dates; the date range may be too large to process and may result in unintended billing statements for procedures that are many years past due.
5. Click Create List.
When Open Dental finishes generating the list of billing statements, the Billing List Results window appears.
6. Click OK.
The Bills dialog box appears with all billing statements for the specified date range, and the Total bills and Selected bills appear under Counts..
7. Review the list of billing statements and verify that you want to send all selected statements; if you see any that you do not want to send, hold the Ctrl key and click that statement to clear the selection.
8. Click Send.
9. At the message prompt, click OK.
A Billing Progress window appears and shows you the progress. Sending statements could take a few minutes depending on how many statements you are sending and the speed of your computer.
10. When it is finished, click Close.
After billing statements are sent, you can review and send statements to the EDS Bridge to the EDS clearinghouse.