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Generating Single Statements 

Statements can be generated one at a time or as part of a batch Billing process. Also see Invoices or Receipts. Printed and emailed statements are saved as PDFs in the Patient Account Ledger and can be reprinted or viewed later. 

Setup Options:

  • Manage Module Preferences: Select what shows by default in statements (e.g. return address, credit card info, payment notes, adjustment notes, procedure breakdown, account number, due dates).
  • Account Module Preferences: Select whether the Amount Due and Balance take into account insurance estimates ('Balances don't subtract insurance estimate'). Usually this is unchecked, unless patients are responsible for all treatment as it is done and insurance payments go directly to the patient instead of the dental office.
  • Patient Payment Plans: Full and walkout statements show payment plan information in a Payment Plans grid. Depending on the Pay Plan Logic, the Amount Due and Balance on the statement may include payment plan amounts due.
  • To customize statements, see Customize Statements using Sheets.

To securely email statements, see eBills. Regular email is not a secure method of sending statements (PHI). See Encryption of Data in Transit.

When generating single statements, there are a few options. Each option is generated via the Statement dropdown in the Account module toolbar.

  • Full Statement
  • Walkout
  • Limited
  • More Options

See below for a description of each and how to generate.

The payment plan info will show in a separate grid on each bill/statement. 

Full Statement
Description: Shows the account history for all family members (procedures, payments, expected patient portion due, insurance estimates, and scheduled appointments). The billing patient is always the guarantor of the account.

How to generate:

  • Click the Statement button to send it directly to the default printer.
  • Click the Statement dropdown, then Email to email a PDF of the statement as an attachment. The subject and body of the email are automatically filled in based on Billing Defaults for Email Statements, but can be edited before sending.

Walkout Statement
Description: Shows the account history for the selected patient only (procedures, expected patient portion due, insurance estimate, balance, and scheduled appointments). It does not include payment options. 

How to generate: Click the Statement dropdown, then Walkout to send it directly to the default printer.

Limited Statement
Description:
Only shows transactions associated to selected procedures (any procedures, adjustments, claim payments, patient payments). If no procedures are selected, only transactions associated with procedures completed today, for the selected patient, will show. The statement will not include aging or payment plan information. The total due, insurance estimate, and balance information is based on the items in the statement only.

How to generate:

  1. Select the procedures to show on the statement.
  2. Click the Statement dropdown, then Limited.
  3. Select the statement options. See Statement Window for details about each field.
  4. Click View to preview the statement.
    Click Print to send it to the default printer.
    Click Pat Portal to send the statement to the Patient Portal.
    Click Email to send a PDF version of the limited statement to the selected patient.
    Click OK to save the statement to the patient's account without printing or emailing it.

More Options
Description: Select specific options for the statement.

How to generate:

  1. Click the Statement dropdown, then More Options.
  2. Select the statement options. See Statement Window for details about each field.
  3. Click View to preview the statement.
    Click Print to send it to the default printer.
    Click Pat Portal to send the statement to the Patient Portal.
    Click Email to send a PDF version of the statement to the selected patient.
    Click OK to save the statement to the patient's account without printing or emailing it.

Sample Full Statement

Note: The internal statement sheet is designed to fit in #10 envelopes.

 

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