Tuesday, April 15, 2014

Assigning Billing Types in Dentrix

Updated 1/14/19

If you want a convenient way to filter patients for reports, correspondence, billing statements, or other office tasks (such as applying billing or late charges), then you should be using billing types. Nearly every report and list you can generate in Dentrix can be filtered by billing type, so assigning patients to an appropriate billing type allows you to generate reports and lists for a specific group of patients.

To assign a billing type to a family:
  1. From the Family File, select the head-of-household for the family.
  2. Double-click on the Balance/Billing Type block to open the Billing/Payment Agreement Information dialog box.

  3. In the Billing Type section, select the billing type you want to assign to the family.

  4. Click OK.

For more information about how to customize billing types, as well as a list of the 10 default billing types that come standard with Dentrix, see the Customizing Billing Types topic in the Dentrix Help.

No comments: