Billing List

In Billing, at the bottom, click Create List.

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

Sort and filter the billing list 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. The bills will show as unsent statements in individual accounts. The billing list window will remain open.


Other Options

Send Statements

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

Close: Close the billing list.

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 the office has opted to generate PDF copies of the statements, statements will generate and save 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 will be updated but the dunning messages will 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 Payment Management.

Billing Progress

If the preference, Show progress when sending statements, is enabled, a progress window will display. 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 will cause 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 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 the bills are not in the list, ensure the date range is inclusive enough.