Dentrix Magazine Q2 2016 Jul. 2016 | Page 13

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