General tab

The General tab provides the following options:

·        Frequency of Statements - In the Send statements to patients every [number of] days field, type the number of days between statements to ensure that patients do not receive statements too frequently. The default time between statements is 30 days.

·        Exceptions - Click the button to set up the frequency exceptions:

·        Type the desired number of days in the Send a statement if new treatment was posted within the past [number of] days field to send a statement if a patient has had work posted in the last specified number of days.

·        Select Exclude sending statements to patient registered in the past 0 days even if they've had new treatment posted in the past 0 days not to send a statement to a patient registered within the number of days entered under Frequency of Statements.

·        Select Exclude sending statements to patients whose oldest balance is less than or equal to 0 days ago even if they've had new treatment posted in the past 0 days not to send a statement to a patient whose oldest balance is less than or equal to the number of days entered under Frequency of Statements.

·        Type the desired number of days in the Include sending a statement if new patient balance or additional patient balance was created within the past [number of] days field to send a statement to a patient if a patient balance has been created within the specified number of days because of an insurance payment having been entered.

·        Allow payments to be secured by - Select any of the credit cards accepted by your office. A credit card section prints on statements, thus allowing patients to pay their statement balances by credit card. Aside from the credit number, there is a Sec. Code line, on the top, right portion where the Credit Card Payments information can be filled in by the payor, where they can enter the security code from the back of their credit card.

·        Include account aging/delinquency messages - Select this check box to indicate whether or not cycle messages are printed on statements. The messages printed on statements are assigned based on a patient's cycle and must be set up on the Messages tab.

·        Exclude for patient balances less than - Type the minimum patient balance for which statements are generated in the box. This dollar amount defaults to the amount that has been setup in the Preferences dialog box.

·        Limit to procedures already paid by insurance - Select this check box to indicate whether or not statements are generated for procedures with outstanding insurance balances.

·        Limit to procedures already completed - Select this check box to indicate whether or not statements are generated for only completed procedures.

·        Print for - Select the option that corresponds to which balances are included in the statement run:

·        Patient Balances prints statements for patients/families with a patient balance.

·        All Balances prints statements for patient/families with a patient balance for any patient and/or with an insurance balance (even if there is not patient balance).

·        Print Range of Postal(ZIP) Codes - Select this check box to print statements for a specified ZIP Code range.

·        Detail from - Select the option that corresponds to the cut off point for Ledger details to be included on statements. If you want to set a custom period, click Custom, and type the desired number of days (up to 99). Click Last Statement if you want to include only the transactions since a patient's last statement. Click All Detail if you want to include transactions that are older than 99 days.

·        Display aging (0-30-60-90) on statement - Select this check box to allow the aging brackets to print on statements.

·        Statement Type - Select the desired statement type to determine whether an individual statement for each family member or one statement for all family members is printed: Individual or Family. On the family statement, individual account information is printed with a grand total for all family members.

If you select Family, select one of the following options:

·        Family member's furthest date - To print the statement as of the date of the most recent statement for any family member that has the oldest date.

·        Family member's nearest date - To print the statement as of the date of the most recent statement for any family member that has the newest date.

·        Output Mode - Select the desired output mode: Printed or Electronic.