Did you know that you can create templates for notes that you want to appear at the bottom of billing statements?
With Dentrix, you can create a library of custom billing statement note templates you can use to print messages on billing statements, such as your updated office hours during the pandemic, information about financing or payment options, and so forth.
To set up custom billing statement note templates:
- From the Office Manager, click Maintenance > Practice Setup > Custom Notes > Billing Statement Notes Setup.
- Click New.
- Enter a Description for the note and enter the note text in the Note field.
- Click OK to save the note.
You can also edit any of the existing notes by clicking on a note in the Description list and then clicking the Edit button to make changes to it.
To add a note template when you generate billing statements, from the Billing Statement dialog box, click the Statement Notes button. This will open the Insert Custom Billing Statement Note dialog box from which you can select the Description of the note you want to add to the statement, and click OK.
Note: This statement message will appear on the bottom of every billing statement, and should not be used for specific notes that only apply to a single patient.