Billing List

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

In Billing, at the bottom, click Create List.

In the Billing Options window, set the filters, then click Create List. All guarantors that meet the Billing Option criteria are listed.

This window also opens when clicking from the Manage Module, when clicking Billing if there are any unsent statements.

Sort and Filter

Sort and filter the Bills grid using the options at the top.

Click Refresh to update results.

Bills Grid

The Bills grid displays the billing list.

Double-click a statement to view the Statement Window.

Right-click on a row and click Go To to select the patient's account. Bills show as unsent statements in individual accounts. The Billing List remains open.

Columns:

Other Options

Send Statements

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

Close: Close the billing list.

Once bills are successfully sent or generated, a confirmation message is displayed and a statement line item is added to the guarantor's patient account grid.

If sending electronic billing and the office has opted to generate PDF copies of the statements, statements are generated and saved in each patient's Imaging Module, Statement folder.

If a payment is posted to the account after the statement is generated, but before it is sent, aging is updated but the Dunning Messages are not. This is typically not an issue if statements are sent immediately.

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 Payments.

Billing Progress

If the preference, Show progress when sending statements, is enabled, a progress window is displayed. Offices can also set a Max number of statements per batch. This is useful for large offices that send many batches of statements at once.

Do not open other windows while sending statements. Doing so causes sending to pause.

Unsending Bills

If something went wrong during the printing process, bills can be unsent to be reprinted.

  1. Click the Sent radio button at the top of the Bills window to show all sent bills.
  2. Highlight all printed bills to unsend, then click Edit Selected.
  3. Uncheck the Sent box. This setting applies to all selected bills.
  4. Click OK to return to the Billing List. Click the Unsent radio button to see all the bills. If the bills are not in the list, ensure the date range is inclusive enough.