Tuesday, February 4, 2014

Custom Billing Statement Notes

Updated 1/11/19

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.


  2. Click New to add a new note.


  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.

Note: This statement message will appear on the bottom of every billing statement, and should not be used for specific notes that apply to a single patient.



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 Dentrix Help.

No comments: