Billing Statements - printed/emailed from office (not QuickBill) should be able to be customized. By bringing up the guarantor ( & maybe the option to choose or type in a different person the statement should go to like an adult child that Dentrix will not separate for whatever reason) - you can choose each patient via clicking a check mark. Once the check mark is selected, ALL DOS (or a range thereof) would show up and you could CHOOSE each DOS needed that has a balance. There is nothing more confusing than a patient getting a statement that has at least one DOS that is paid in full - if a DOS is paid then there is no need to put it on the Billing Statement. The final option would be to select: Insurance Payments/Adjustments and/or Patient Payments ((which would be grouped with each DOS selected - and if a payment from patient was done on a different day (or via mail) - this payment could be selected also)). Like this: (But with the checkbox being closer to the wording.)
Guarantor: Brady, Mike
Patients:
Brady, Mike
DOS: 09/26/1969
Brady, Carol
Brady, Greg
Brady, Marcia
Brady, Peter
DOS: 09/22/1972
Brady, Jan
DOS: 12/21/1973
DOS: 04/17/1974
DOS: 07/15/1974
Brady, Bobby
DOS: 03/08/1974
DOS: 05/06/1974
Brady, Cindy
DOS: 08/30/1974
Included Payments:
Insurance (and any adjustments attached to claim)
Patient Payments (and it would have any dates listed that patient payments were entered)
Date: 09/26/1969
Date: 09/22/1972
Date: 04/17/1974
Date: 05/06/1974
Date: 06/13/1974
Date: 07/15/1974
Office Manager
