Tuesday, March 25, 2014

Need to print out a year-end HSA or tax statement?


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 first option is if the patient does not need the year-end statement to have ADA codes. Open the Ledger > File > Search Payments. This will open a new window where you will select the parameters for your search (date range, guarantor name, payment types, etc.), then select Print.
 

 
 
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 Johnson, Certified Dentrix Trainer
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.


3 comments:

  1. This is one of the most helpful posts I've ever read on your site. We get numerous requests for both yearly payment requests for taxes as well as HSA documentation requests, and have always used the family ledger. Thank you so much for this information!

    ReplyDelete
  2. Hello!

    This is exactly what is needed for patients needing an itemized receipt for their FSA. Thank you greatly!

    ReplyDelete