Concepts

Volume 6 Issue 1

The Heart of the Matter...

At the heart of any accounts receivable program is billing after all, it's kinda the main idea! Dental Office Manager II handles this job with ease and flexibility.

Batch Processing: What It Is...

When you want to generate statements, select Batch Processing. This window works like a checklist just mark the items you want the program to do, then click the "Begin Processing" button. Dental Office Manager II will automatically perform each task, in the appropriate order.

You can process a particular letter group each week to spread billing throughout the month. You can also limit statements to those who owe over a specified amount, ($1, $3, etc.)

Age Accounts

Aging accounts will move everything from one aging category, to the next category, in both the patient and insurance portion of the account. This is also where the program can automatically "roll over" overdue insurance balances to the patient portion of the account, to generate a patient statement.

Contract Billing

"Contracts" are those accounts set up with a monthly payment amount. During Batch Processing, the program automatically moves the agreed monthly payment amount to the patient's portion, and reduces the contract balance.

Finance Charges

Finance charges and/or billing fees are automatically applied as determined by the Doctors file. They can be a percentage or a minimum fee per month.

Print Accounts Receivable Report

This report is like a picture of each account at statement time, so it is a good one to keep on hand to answer any possible patient questions. It shows the patient portion, the insurance portion, each in an aged breakdown format.

Print Statements

Statements are printed based on amounts that are in the patient's portion of the account if the charges are pending in the insurance portion, the patient will not receive a bill. If you want to override this, just check "Print ins only statements". Then, every account with ANY balance will get a statement printed.

The patient's statement counter and age date are automatically updated. If you check "Make history entry" a note is entered in the Guarantor's record.

Statement messages are automatically printed on each statement, These messages can be individual for each patient (Custom Statement Message), or "group" messages, which are set up in the Doctor file. Each Doctor has their own set of messages available. Also, the most recent payments received are noted.

Clear Statement Detail

Clearing detail combines all transaction detail from a specific point into a balance forward. You can keep as much or as little detail on file as you prefer. If you set the program to clear detail over 30 days old, you will have accumulated 60 days of detail by the next time you print statements.

View Selected Group

This button gives you the option to view the accounts prior to processing. You can access any account's financial detail and enter a custom statement message.

You can also hand pick the accounts you want to print a statement for. Mark the accounts you want to get a statement, then print statements for the marked group by clicking on the "Print marked statements" button.

 

	Volume 6, Issue 1 (PDF Format)
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