Tuesday, May 2, 2017

Customizing Collection Letters in Dentrix

Before you send patients a final notice that their account will be sent to collections, you like to try to reach them by phone. You can add the details of that phone call to the final notice letter you send using the Quick Letters feature in Dentrix. These customizations will apply only to that specific letter and won't be saved in the letter template, so you can add custom information to each patient’s letter as applicable.  

How To:
  1. Use the Collections Manager to generate a list of patients with overdue balances.
  2. Select a name on the Collection Manager list and click the Quick Letters button.


  3. From the Quick Letters dialog box, select the Collection Notification letter from the list, and click Build/View.


  4. A Microsoft Word document opens with the letter text displayed. Add the text about the phone call to the letter, and then print the letter.
Additional Information
  • It's important that you do not save any changes you make to the letter because you don't want to overwrite the letter template. Instead, send a copy to the patient's Document Center. From Microsoft Word, click File > Print. Change the printer to Send to Dentrix Document Center, and click Print. A copy of the letter is saved in the Unfiled Documents folder in the Document Center.
  • Be default, the Collection Over 90 Day letter is listed as the Collection Notification letter in the Quick Letters list. You can change the letter template being used by selecting the letter and clicking Edit. Change the merge letter template name to reflect the name of the document you would like to use.
  • Once you have created and printed the letter, a note is added to the Office Journal indicating that a collection letter was sent.
Learning to use the collection quick letters is part of the new course called Top 10 Collection Tools in Dentrix, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.

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