This article explains the available options in the Dentrix Billing Statements window. These settings allow you to control how billing statements are generated, what information is included, and which patient accounts receive statements.
Access Billing Statement Options
Open Office Manager
Click Reports
Select Billing
Configure Statement Options
Set the Statement Date to define the cutoff date for balances and aging
Enter a Balance Forward Date to display a total owed amount up to a specific date
Set the Minimum Balance to Bill to control which accounts receive statements
Check Include Credit Balances if you want statements for accounts with credits
Enable Skip Accounts With Claims Pending to exclude accounts with pending insurance claims
Select Unless Claim is Partially Paid if you want statements sent when claims have partial payments
Enable Include Procs With Claim Pending to itemize procedures tied to pending claims
Select Print Ins Estimate to show estimated insurance payments
Enable Print Agreed Payment to display the patient’s expected payment amount
Choose Exclude Outstanding to Insurance to remove pending insurance amounts from the payment total
Enable Print Due Date on Statements and configure the due date option
Check Print Practice Information to include office details
Enable Print Account Aging to show balance aging categories
Select Allow Credit Card Payment to display payment options
Set If Not Billed Since to prevent duplicate statements within a timeframe
Use Only Bill Accounts Aging to target specific aging brackets
Click Save As Default to apply these settings to future statements
