Batch billing can be run daily, monthly, or per the practice preference.

In the Manage Module, click Billing.

Note: If the Billing List opens instead, a list has already been created and there are unsent bills. Before a new list can be generated, the existing list must be sent or deleted.

The Billing Options window is used to determine which patients should receive a statement, determine when additional notes should be included, and what information is included on the statement. Statements are sent from the Billing List after the patient list is generated.


Set filters to determine which patients are included on the Billing List.

Dunning Messages

Dunning Messages include notes for patients whose statements meet specific criteria.

For details, see Dunning Messages.

Other Options

Set options to determine how a statement displays information.