The Dentrix Blog

Helping You Do More with Your Dentrix System

Updated 10/3/2019

There are some patients you may not want to send a billing statement to. These patients could have a special billing circumstance they have worked out with the doctor or they may be family/VIP patients that are not billed like regular patients.

You can prevent patients who fit these situations from receiving billing statements by assigning them to a “No Statements” billing type and then exclude that billing type the next time you generate statements.

To assign patients to a specific billing type:

  1. Select the patient in the Ledger.
  2. Click File > Billing/Payment Agreement (or click the Billing/Payment Agreement button.
  3. In the Billing Type list, select the billing type you want to use for the patient.
  4. Click OK. The patient is now assigned to the new billing type. The updated billing type appears at the bottom of the Ledger window in the gray area.

Once you have assigned the patient to a specific billing type, when creating billing statements, you can exclude that type in the billing types range you set. And remember that you can change a patient’s billing type at any time, so that if their situation changes, you can easily incorporate them back into a billing type that is billed regularly.

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