Billing

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oraldoc
Posts: 3
Joined: Wed May 06, 2020 3:52 pm

Billing

Post by oraldoc » Wed May 06, 2020 4:38 pm

How can I set up daily billing? Can OD determine billing dates based on procedure dates? I would love to have an automatic report generated daily of patients who should be billed based on treatment date so we aren't forced to generate the billing manually.

joes
Posts: 239
Joined: Tue Aug 13, 2019 12:41 pm

Re: Billing

Post by joes » Thu May 07, 2020 9:24 am

Hello, oraldoc. You can generate daily batches of statements using the Billing feature on the Manage Module. The feature has several filters for limiting the list of patients for which statements will be generated. Further details about the Billing feature can be found in our manual at https://www.opendental.com/manual/billing.html. The Billing manual page also lists some reports that are relevant to billing near the bottom of the page.

The Billing feature does not currently have a way of generating a statement a certain number of days after a patient's last treatment date. If you would like us to consider implementing this feature in a future version of Open Dental, please send us a feature request. The Feature Request window can be found by clicking "Request Features" on the Help menu in Open Dental. For more details on Feature Requests, please see the following manual page, https://www.opendental.com/manual/featurerequests.html.
Joe Sullivan
Open Dental Software
http://www.opendental.com

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jordansparks
Site Admin
Posts: 5739
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
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Re: Billing

Post by jordansparks » Thu May 28, 2020 6:43 pm

The entire billing feature was optimized around daily billing.
Jordan Sparks, DMD
http://www.opendental.com

oraldoc
Posts: 3
Joined: Wed May 06, 2020 3:52 pm

Re: Billing

Post by oraldoc » Fri May 29, 2020 8:47 am

JoeS
What I meant was that the report or pop up would have the names of patients to bill On a 30 day schedule and we would just have to send the statements. It would avoid going into the billing module at all. Statements would already be generated by the program daily. I already put in this request and Margaret replied, but did not understand what I was asking for. This is not set up in OD as yet. I have to manually set it up daily.

joes
Posts: 239
Joined: Tue Aug 13, 2019 12:41 pm

Re: Billing

Post by joes » Mon Jun 01, 2020 10:05 am

oraldoc,
My apologies, it sounds like I responded with a lot of information that you are already aware of. I like to include those details for others who find this forum that may not be familiar with the billing feature or feature request system. It also sounds like you have already submitted a feature request, but we may have had trouble understanding it. The best course of action would be getting more details to our Feature Request team so that they can come to a better understanding of your request. I'll forward them the link to this post. If you would like them to contact you directly, please send me your email address in a private message, and I'll pass it along to them.
Joe Sullivan
Open Dental Software
http://www.opendental.com

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