Dunning Messages
Dunning messages are automatic payment
reminders that print on a billing statement based
on an account’s aged balance.
There is default text already assigned to standard and
insurance dunning messages for predefined age ranges. If
the default dunning messages do not meet your needs, you
can add to or edit them. There is a 70 character length limit
for dunning messages.
To add to or edit dunning messages:
1. In the Office Manager, select Maintenance > Practice
Setup > Dunning Messages. The Dunning Messages
dialog box appears.
2. Do one of the following:
a. Under Standard Dunning Messages, Insurance
Dunning Messages, or Last Payment Dunning
Messages, select the option that corresponds to
the aging bracket for which you want to add, edit
or delete a dunning message. The current dunning
message for that aging bracket appears in the text
box at the bottom of the dialog box.
b. Under Payment Agreement Dunning Messages,
for the Missed Monthly Pmts, Missed Semimonthly Pmts, Missed Bi-weekly Pmts, or Missed
Weekly Pmts group boxes, select the option that
corresponds to the number of missed payments
for which the dunning message will appear. The
current dunning message for the selected option
appears in the text box at the bottom of the
dialog box.
3. Edit the dunning message as needed.
Note: You can create a message of up to 70
characters. Click the spell check button to check the
spelling of your message.
4. Repeat steps 2 and 3 for any dunning message you
want to edit.
5. Click OK to save your changes.
Once you have added, edited, or deleted dunning messages,
they will appear on the next batch of account billing
statements you print or send electronically, as applicable.
Preventing Procedures from Being Billed to Insurance
Did you know you can set up procedure codes so that by
default they are not billed to insurance? That way, when
you post that code it won’t be included on insurance
claims. This can be used for procedure codes you have set up as
items that you sell in your practice, such as electric toothbrushes or
bleaching supplies, which still need to be posted in the Ledger.
To prevent a procedure code from being billed to insurance:
1. From the Maintenance menu in the Office Manager, click
Practice Setup > Procedure Code Setup. The Procedure
Code Setup dialog box appears.
2. Select the Procedure Code Category and the individual
procedure within the category you’d like to edit, and click the
Edit button. The Procedure Code Editor dialog box appears.
3. Check the Do Not Bill to Dental Insurance box to exclude
the procedure from insurance claims.
4. Click Save. Confirm that you want to save your changes.
5. Click Close to return to the Procedure Code Setup dialog box.
6. Click Close.
Note: Selecting the Do Not Bill to Dental Insurance option also
prevents the procedure code from appearing on the Procedures
Not Attached to Insurance report.
For additional information on how to add or edit procedure
codes, see the “Procedure code setup” topic in the Dentrix Help.
DENTRIX MAGAZINE | 9