Billing Defaults

In Billing, click Defaults.

Alternatively, in the Billing List, at the lower right, click Defaults for a limited view that only allows changing the Electronic Billing section.

Additional billing preferences can be found in Manage Module Preferences.

Defaults

Intermingle family members: Determines how family account history is grouped on statements. This setting also determines the default setting for the Intermingle box on the main Billing Options window. Electronic Billing (statements by a third party) are always intermingled.

Start Date Last ... Days: The number of days of account history that will show on each statement. This value will be used to calculate the default Start Date on the main Billing Options window. For example, if Start Date Last is 45 days, then the start date printed on the statement will be 45 days from the date the statement is generated. Any transactions completed prior to this date will be totaled as a single line item, Balance Brought Forward at the top of the patient account grid.

Show all transactions since zero balance: If checked, all transactions since the last date the account balance was zero will print on the statement.

General Message: The default message that shows at the bottom of statements (and above the dunning message) generated using the billing list. The only variable available for this field is [InstallmentPlanTerms]. There is a 500 character limit (including the installment plan terms if used).

Electronic Billing

The following settings affect statements sent electronically. Electronic billing allows statements to be sent electronically to a third party billing service. Open Dental recommends and supports both DentalXChange and EDS for electronic billing. Other third party options are available to use at your discretion.

Select one of the following:

Note: If you select an option other than No electronic billing, when you generate the billing list, the default delivery mode for statements will be electronic. However, if a patient has a billing type that is designated as E (email), the default delivery mode will still be Email (not electronic).

Include 'Adjust' in the description for adjustments: Add adjust to the description column for adjustments. This setting only affects statements when DentalXChange is selected. The description only shows on statements generated by DentalXChange and will not display on Open Dental statements.

Credit Card Choices: Select which credit cards the office accepts. Choices include Master Card, Visa, Discover, and American Express.

Vendor ID: Vendor ID, if needed. For DentalXChange, this is 68.

Vendor PMS Code: Vendor PMS code, if needed. For DentalXChange, this is 144.

Account Number: Account number, required by DentalXChange.

User Name: User name, required for DentalXChange.

Password: Password, required for DentalXChange.

Generate PDF: For DentalXChange or ClaimX/ExtraDent only. Determines whether or not a PDF version of each statement will be generated and saved in the Images module, statements folder. We recommend always generating a PDF so that you have a record of statement information sent to the patient.

Output Path vs URL Override: The label changes depending on the electronic billing option selected. Statements will be saved or uploaded to this location by default.

Practice Address: Select the address to send as the practice address. Entered in Practice Setup or Clinic Setup.

Remit Address: Select the remit (billing) address. Entered in Practice Setup or Clinic Setup.

Clinic: If using Clinics, the clinic name.

Note:
  • If the currently logged on user is restricted by clinic, only the clinic they have access to will show in the Clinic dropdown.
  • If Unassigned/Default credentials match other clinic settings, and Unassigned/Default credentials are modified, the edits will affect the other clinics as well. To unlink a clinic from Unassigned/Default, change the clinic's credentials. Then, any changes made to Unassigned/Defaults will no longer affect the clinic.

Email Statements

Edit the default subject and message for statements that are emailed via the Billing List or Account Module. The following variables are available:

Invoice Note

The default note that will appear on Invoice sent in the Account module.

SMS Statements

The default message for SMS (text) messages sent via the billing list. Patient Portal is required and patients must have their login information. The following variables are available:

Send text message for these modes: Set the default modes to send additional text messages to when generating statements from the billing list. The text message can include a clickable link the patient can use to make an online payment. Integrated Texting Feature must also be enabled and patient must be set to accept text messages.