You can create a library of custom billing statement notes to use on your patient’s billing statements. For example, create notes for office promotions, holiday hours, online payment options, extended office hours, etc. Once created, choose from the collection of prewritten messages to include as notes on the billing statements.
Watch the following video to learn how to create and edit billing statement notes. (Duration 1:19)
Additional Tips
- A list of existing billing statement notes appears in the Description field. Click on any description to view the note’s text in the Note Text field.
- While a billing statement note can contain up to 672 characters, only 240 characters appear on statements that are sent using QuickBill.
- To add a custom note to billing statements, from the Billing Statement options, click the Statement Notes button. Then select the Description of the note that you want to add to the statement and click OK.
- To learn more about creating billing statement notes, read Adding Billing Statement Notes and Editing Billing Statement Notes in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Use the following information to create a custom billing statement note:
- Description: Social Media
- Note Text: Follow us on Instagram to win monthly prizes! @dentistoffice