Via a Help Ticket when requesting Denticon to begin generating and sending the office’s monthly statements, the following information is necessary:
- PGID number
- Office name as it appears in the “Setup / Offices” screen
- OID number
- Desired start date
- Desired statement generation:
- End of month
- Mid-month
- Full generation of all applicable Responsible Party accounts at once, or split
- If all statements are generated at once, the entire A-Z alphabet will be generated
- If statements are split, one half of the alphabet (N-Z) will be generated at mid-month while the remaining half of the alphabet (A-M) will be generated at the end of the month
Denticon will generate the statements using the default settings within the “Reports / Statements” screen:
- Account Balance greater than $5 (patient-side balance)
- Exclude accounts where patient portion is paid & insurance portion is expected (if patient-side balance is less than $5, no statement is generated)
When the statement-generation function has been established for the office location, a message will appear on the “Reports / Statements” screen.
NOTE: Please allow approximately one week to setup a new dental office with the statement printing function.