Billing List

In Billing, at the bottom, click Create List.

Batch Statements generated via the billing list can be printed, sent to an electronic billing processing service, or emailed directly from Open Dental.

In the Billing Options window, set your filters, then click Create List. All guarantors that meet the billing option criteria will list.

Sort and Filter Options:

Other Options

Send: Click to send statements. Statements will be generated and/or sent based on their Mode.

Modes: These are the following options when sending statements.

To send an additional text message to patients when sending statements from the billing list, see Billing Defaults, Send text messages for these modes. The text message can optionally include a clickable URL that launches the Patient Portal Sign in window. See Online Payment Management.

  • Do not open other windows while sending statements. Doing so will cause sending to pause.
  • Once bills are successfully sent or generated, a confirmation message will show and a statement line item will be added to the guarantor's patient account ledger.
  • If sending electronic billing and you have opted to generate PDF copies of the statements, they will generate and save in each patient's Images module, Statement folder.
  • If a payment is posted to the account after the statement is generated, but before it is sent, aging will be updated but the dunning messages will not. This is typically not an issue if you send your statements immediately.

Billing Statement Progress

A progress window may display while sending, if the preference is turned on in Manage Module Preferences. This is useful for large offices that send many batches of statements an once. You an also set the number of statements in a batch.

Overall: Indicates percentage of progress towards all sending statements.

Batch: Indicates percentage of progress towards printing the batches of statements. If using clinics, a separate batch per clinic is processed.

Statement: Indicates the percentage of progress towards printing individual statements in the batch.

Progress Log: Displays a real-time log while statements are sending.

Pause/Resume: Click Pause to stop progress, finish the current statement to PDF, then send the current batch if applicable. Electronic billing statements will not be sent. Click Resume to keep sending statements.

Cancel: Finish the current batch and close the Billing Statement Progress window. The Bills window locks until the batch is finished. Electronic billing statements will not be sent.

Unsending Bills

If something went wrong during the printing process, you can unsend bills to reprint.

  1. Click the Sent radio button at the top of the Bills window to show all sent bills.
  2. Highlight all printed bills you want to unsend, then click Edit Selected.
  3. Uncheck the Sent box. This setting will apply to all selected bills.
  4. Click OK to return to the Billing List. Click the Unsent radio button to see all the bills. If you can't find the bill you are looking for, make sure the date range is inclusive enough.