Tuesday, February 4, 2014

Custom Billing Statement Notes

Did you know that you can create templates for notes that you want to appear at the bottom of billing statements? With Dentrix, you can create a library of custom billing statement note templates you can use to print messages on billing statements, such as holiday hours, information for online payment options, extended office hours, etc.

To set up custom billing statement note templates:

  1. From the Office Manager, click Maintenance > Practice Setup > Custom Notes > Billing Statement Notes Setup. The Custom Billing Notes Setup dialog box appears.
  2. Click New to add a new note. The New Custom Billing Statement Note dialog box appears.
  3. Enter a description for the note in the Description field.
  4. Enter the note text in the Note field. If desired, click the spell check button to check the spelling of the note.
  5. Click OK.
You can also edit any of the existing notes by clicking on the Description of any note and then clicking the Edit button to make changes to it.

To add a note template when you generate billing statements, from the Billing Statement dialog box, click the Statement Notes button. This will open the Insert Custom Billing Statement Note dialog box from which you can select the Description of the note you want to add to the statement, and click OK.

Using custom billing statement notes can really speed up your billing statement process, and save you from having to retype the same note on individual statements!
For more information see the "Generating billing statements" and "Adding billing statement notes" topics in the Dentrix Help.

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