Statements can be generated one at a time or as part of a Batch Billing process. Printed and emailed statements are saved as PDFs in the patient's Account Module ledger and can be reprinted or viewed later. To generate a single statement for a patient, see Generating Single Statements.
- Manage Module Preferences: Select what shows by default in statements (e.g. return address, credit card info, payment notes, adjustment notes, procedure breakdown, account number, due dates).
- Account Module Preferences: Select whether the Amount Due and Balance take into account insurance estimates (Balances don't subtract insurance estimate). Usually this is unchecked, unless patients are responsible for all treatment as it is done and insurance payments go directly to the patient instead of the dental office.
- Patient Payment Plans: Full and walkout statements show payment plan information in a Payment Plans grid. Depending on the Pay Plan Logic, the Amount Due and Balance on the statement may include payment plan amounts due.
- To customize statements, see Customizing a Statement Using Sheets.
To securely email statements, see Electronic Billing (statements)
. Regular email is not a secure method of sending statements (PHI).
Sample Full Statement
Note: The internal statement sheet is designed to fit in #10 envelopes.