Before you begin using QuickBill Premium to send billing statements
electronically, you must set it up in Dentrix and specify your
preferences. QuickBill will use these settings when you send your
statements.
Watch this video to learn how to set up QuickBill Premium and QuickBill
preferences in Dentrix.
QuickBill Setup
Open the Office Manager, and click
Maintenance > Practice Setup >
Electronic Billing Setup..., and perform the following
tasks:
In the QuickBill Account Settings section, enter your
QuickBill ID, Account Name, and Password as prompted.
Choose a Default Delivery Method to use for
guarantors that have not made a selection of how they would like to
receive their statements.
Select Enable QuickBill Mail and choose the statement
color and accepted credit card logos that should appear on mailed
billing statements.
Select Enable QuickBill Email and enter your Worldpay
merchant account information.
Select Enable QuickBill Text and enter your Worldpay
merchant account information. Read and accept the requirements and
recommendations for sending text messages to your patients.
(Optional) In the Import Settings page, select that you want to
automatically import online payments and what payment type should be
used when online payments are received.
Dentrix Preferences
From the Office Manager, click
Maintenance > Practice Setup >
Preferences, select the
Print Options tab and perform the following tasks:
Select Verify Billing Statements to Send to enable a
preview window that allows you to review an account, edit the billing
statement note, and change the delivery method for receiving a
statement.
Select Copy Billing Statements to Document Center to
automatically keep a copy of the statement in the guarantor's Document
Center. These copies can be useful for reference should patients call
with questions about their statement.
Key Information
QuickBill statements are printed with black text on a white sheet of
paper. The color options apply to the background behind the text.
To save a copy of each statement to the guarantor's Document Center,
select the
Copy Billing Statements to Document Center option in
the Preferences dialog box.
