Tuesday, August 4, 2015

Running Billing Statements for Patients on a Payment Plan

One of the questions often asked our Dentrix Tech Support team, is "Can I run billing statements just for the patients on a payment plan?"

The answer is yes. The key to making this possible is to assign those patients who are on a payment agreement to a billing type reserved for that purpose. 

Dentrix comes with two payment agreement billing types already set up: one for payment agreements with a finance charge, and one for payment agreements without a finance charge. If these options have changed since you installed the software, you can create and edit billing types in the Office Manager. See the "Customizing Billing Types" topic in the Dentrix Help for more details.

Because nearly every report and list you can generate in Dentrix (including billing statements) can be filtered by billing type, assigning patients to an appropriate billing type  is essential. Just remember that only one billing type is allowed per family, and changing the billing type for any family member affects the entire family.

To assign a billing type to a family:

  1. From the Ledger, select any member of the family for which you want to change the billing type.
  2. From the File menu, select Billing/Payment Agreement. The Billing/Payment Agreement Information dialog box appears.

  3. At the top of the Billing/Payment Agreement Information dialog box, select the billing type you want to assign to the family.
  4. Click OK.
Once a family has been assigned a billing type associated with a payment agreement, you can generate billing statements as you normally would, and select that particular billing type to be included in your statement run.  For more information on generating billing statements, see the "Generating Billing Statements" topic in the Dentrix Help.

Everything related to setting up payment agreements is discussed in the "Managing Financial Arrangements in Dentrix" course at this year's Business of Dentistry Conference.  This 90-minute course offers insight into setting up payment plans, setting up payment agreement terms, posting payments towards payment agreements, adding finance and late charges to accounts, and much more. If your office offers payment agreements, be sure to sign up for this course at the conference.

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