Well, it is almost tax time and you are probably getting
several requests from patients looking for year-end statements for their
records to make the April 15th deadline. Instead of printing an
account ledger, which can be extremely confusing to patients, I am going to
show you two alternative options. You can also use the second option for
patients who are looking for statements to report to their HSA accounts.
The second option is if you need a payment history that
includes ADA codes (most HSA plans want the ADA codes included). First, go to
the Office Manager > Maintenance > Practice Setup > Preferences and
make sure the “use ADA codes in description” is checked. Next, from the Office
Manager > Reports > Billing, we are going to create a customized billing
statement as a year-end print out.
- Change the Beginning Balance Forward date to the beginning of the year reported and the Statement Date to the end of the report year
- Select the Guarantor family
- Set the Minimum Balance to Bill to 0
- Uncheck all options
- Clear out the Statement Message
- Uncheck Save as Default
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at dayna@novonee.com.