Before you print a batch of billing statements, consider enabling some very helpful settings within Dentrix. Verify Billing Statements to Send” allows you to preview the statements and add a personal message to each one, or remove individual statements from the batch before you print or send them electronically. Copy Billing Statements to Document Center” saves a copy of each statement to the corresponding guarantor’s Document Center, giving you the ability to view exactly what your patients see on their statements.
Watch the following video to learn how to enable billing statement print options. (Duration 0:45)
Additional Tips
- For more information, read the Dentrix Magazine article, Make Billing Statements Easier for Patients to Understand.
- To learn more about enabling billing statement print options, read Setting Up Print Options 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.) - Enable the print options to verify billing statements and to save a copy of a patient’s statement to the Document Center.