Statement Window

In the Account Module toolbar, click the Statement dropdown.

Statement button: Immediately prints to default printer.

Walkout: Immediately prints a Walkout Statement which does not include payment options.

Email: Generates PDF attached to an email. The subject and body are automatically filled in based on Billing Defaults, but can be edited before sending. To securely email statements, see Electronic Billing. Regular email is not a secure method of sending statements (PHI).

Receipt: Immediately prints Receipt with today's payments.

Invoice: Shows Invoice with selected procedures, usually for foreign countries.

Limited: Only shows transactions associated with selected procedures, including adjustments, claim payments, and patient payments. If no procedures are selected completed procedures from the current day will be automatically included.

Limited (Custom): Displays window below.

The statement will not include aging or payment plan information. The total due, insurance estimate, and balance information is based on the items in the statement only.

More Options: Shows the window below to let you customize a statement prior to printing or sending.

Alternatively, this window also opens when you double-click a bill in the Bills List (Billing List). A read-only window also opens when you double-click an existing statement, invoice, or receipt.

Below is a description of all options that might show on the window. Not all options show for all statement types, and not all options can be modified.

Buttons at Bottom

Delete: Deletes Statement. If current user does not have the Image Delete Permission copy saved in Image Folder will not be deleted.

Print: Sends to the default printer. The statement is designed to be printed on standard perforated billing paper and to fit inside a standard window envelope.
If the statement is marked as sent, this button will open the statement in PDF.

Note: Envelopes and billing paper may be ordered from many companies. We have found FormSource to have good service and reliability. See their OpenDentalHealth Care Form Price List. Their number is 1-800-553-3676.

Email: Open the Email window, with a PDF version of the statement, receipt, or invoice attached. The default email message will be used.

Pat Portal: Send the statement to the patient's portal. In order to do so, the following criteria must be met:

If criteria is met, a message will give you an option to notify the patient via email that the statement is available:

View: Preview the statement, receipt, or invoice. Clicking view will open the Fill Sheet window for additional options. Edit any custom Sheet Field Types then Print or Email to save the changes.