One question often asked our Dentrix Tech Support team is, “Can I run billing statements just for the patients on a payment plan?”
The answer is yes, and the key to making this possible is to assign those patients on a payment agreement to a billing type reserved for that purpose.
Dentrix comes with two default payment agreement billing types for this purpose: one for payment agreements with a finance charge, and one for payment agreements without a finance charge. If these options have changed since you installed Dentrix, you can create and edit billing types in the Office Manager. (See the Customizing Billing Types topic in Dentrix Help for more details).
Because nearly every report and list you generate in Dentrix (including billing statements) can be filtered by billing type, assigning patients to an appropriate billing type is essential. Just remember that only one billing type is allowed per family, and changing the billing type for any family member affects the entire family.
To assign a billing type to a family:
- From the Ledger, select any member of the family for which you want to change the billing type.
- From the File menu, select Billing/Payment Agreement (or clicking the Billing/Payment Agreement toolbar button.)
- Under Billing Type, select the billing type you want to assign to the family.
- Click OK to save the billing type with the patient’s payment agreement.
Once a family has been assigned a payment agreement billing type, you can generate billing statements as you normally would, and select that particular billing type to be included in your statement run.
For more information on generating billing statements, see the Generating Billing Statements topic in Dentrix Help.
For additional information, read the Payment Agreements Benefit You and Your Patients article in Dentrix Magazine.