You can generate a batch of billing statements, review any of the statements, and then print all or only specific statements.
To generate billing statements
From the Home menu, under Reports, clicktap Billing Statement Review.
The Billing Statement Review page opens, and the Generate Billing Statements dialog box appears.
Set up the following options:
Minimum guarantor portion to bill - To generate billing statements only for accounts with a guarantor portion that is greater than or equal to a certain amount, type the desired dollar amount (0.01 or greater). To not filter by a minimum guarantor portion, type 0.00.
Skip accounts with claim pending - To generate billing statements for only those accounts that do not have an outstanding claim, select the check box. To generate billing statements for accounts with and/or without an outstanding claim clear the check box.
Guarantor last name - To generate billing statements only for accounts with a guarantor whose last name begins with a letter in a specified range, select a letter for the start of the range and a letter for the end of the range. To use an open-ended range, leave All selected in either of the lists, and select a letter from the other list. To not filter by guarantor last name, leave All selected in both lists.
Payment Plans - Select whether to generate billing statements for accounts with and/or without a payment plan.
Statement Start Date
From Last Zero Balance - Select this option to include transactions that were entered on an account's ledger since the account last had a zero balance.
Other - Select this option to include transactions that were entered on an account's ledger since the date you enter. The current date is entered by default, but you can change the date.
Note: On each statement, a balance forward amount will appear for the corresponding account's balance up to the specified date.
Include credit card payment options - Select this check box to have credit card payment options appear on statements.
Include due date as - Select this check box to have the specified date entered as the due date on statements.
Note: You can choose a date that is 1 to 180 days in the future. However, industry consultants recommend that the due date be 30 days, which is the default.
Statement Message - Either use the default billing statement disclaimer for the current location as the message that will appear at the bottom of all billing statements that are generated, type a message that you want to have appear at the bottom of all statements that are generated, or clear the text to not have a message appear. To reset the text back to the system default, clicktap the Reset to default link. To update the default billing statement disclaimer for the current location to match the text you specify in this field, have the Save message as default statement disclaimer check box selected when you clicktap Generate.
As the billing statements are being processed, you can navigate to another part of Dentrix Ascend at any time; the processing of the statements will continue.
While the statements are being processed, no other user can access the Billing Statements page. If a user attempts to do so, an error message will appear and display your user name to indicate that you are currently generating statements.
When the batch of statements has been generated, a list of guarantors for the statements that were generated appears. Next to each guarantor's name is the amount of the corresponding statement. Also for your reference, the following information appears near the top of the page: the date that the batch of statements was generated, the number of statements in the batch, and total dollar amount for those statements.
Note: To change the statement date, message, and/or payment options after you have generated the batch of statements, clicktap Generate Statements, and then repeat steps 2 - 3.
Select the name of any guarantor listed to view the corresponding billing statement.
If the statement is longer than one page, clicktap the Page Number button that corresponds to the page that you want to view.
To toggle between viewing only the statement and viewing the statement and the list of guarantors, clicktap the Zoom button .
For any guarantor who you do not want to receive a billing statement, clear the corresponding check box.
Note: As you clear and select the check boxes of guarantors in the list, the Total Statements and Total Due figures near the top of the page are updated automatically to reflect your selections.
While you are viewing the Billing Statement Review page, no other user can access the page. If a user attempts to do so, an error message will appear and display your user name to indicate that you are currently reviewing statements.
If you navigate to another part of Dentrix Ascend at any time during the review, the state of the review (the settings that you have specified, all of the statements in the batch, and which statements are selected for printing) is saved for the next time you return to the Billing Statement Review page or until you generate a new batch of statements.
One .pdf file that contains all of the selected statements is created and opens in a new browser tab or window so that you can print those statements.
Note: Each statement starts on a new page of the document, and a statement may be longer than one page.