Billing Defaults affect options when generating monthly billing.

In Billing, click Defaults.

Alternatively, in the Billing List, at the lower right, click Defaults for a limited view that only allows changing the Electronic Billing section.

Additional billing preferences can be found in Preferences.

Options

Set default options for statements.

• Intermingle family members: When checked, family members will be mixed together on the statement and ordered by date. When unchecked, each family member will have their own section on the statement with a total. Electronic billing is always intermingled. This setting also determines the default setting for the Intermingle box on the main Billing Options window.
• Start Date Last ... Days: The number of days of account history that will show on each statement. This value will be used to calculate the default Start Date on the main Billing Options window and on full statements printed from the Account Module. If transactions occurred prior to the start date, a balance forward will display.
• Show all transactions since zero or negative balance: If checked, all transactions since the last date the account balance was zero or had a credit balance will print on the statement. The default Account History Date Range will be ignored.
• General Message: Shows at the bottom of the statement in addition to dunning messages and appointment information. The only variable available for this field is [InstallmentPlanTerms]. There is a 500 character limit (including the installment plan terms if used).

Electronic Billing

The following settings affect statements sent electronically. Electronic billing allows statements to be sent electronically to a third party billing service. Royal dental Software recommends and supports both DentalXChange and EDS for electronic billing. Other third party options are available.

• Electronic Billing Method: Select one of the following:
  • No electronic billing: Does not send statements to a third party. This option allows an office to create and print statements on their own.
  • DentalXChange: See DentalXChange Patient Statements. DentalXChange picks up the statements from Royal dental Software, converts them into their own format, then sends these to the patients on behalf of the practice.
  • Output to File: Save statements as an XML file to a selected Output Path. The Maximum number of statements per batch preference will be ignored. Third parties can pick up the XMLs from the file path to process.
  • ClaimX / ExtraDent: Contact ClaimX E-Claims for assistance.
  • EDS: Save statements to the Output Path for Electronic Dental Services to pick up and process.
  Note: If an option other than No electronic billing is selected, when the billing list is generated, the default delivery mode for statements will be electronic. However, if a patient has a billing type that is designated as E (email), the default delivery mode will still be Email (not electronic).
• Credit Card Choices: Select which credit cards the office accepts. Choices include Master Card, Visa, Discover, and American Express.
• Include 'Adjust' in the description for adjustments: Add adjust to the description column for adjustments. This setting only affects statements when DentalXChange is selected. The description only shows on statements generated by DentalXChange and will not display on Royal dental Software statements.
• Include Clinic Number: Only an option when Output to File is selected. Includes Clinic Number for each line (e.g., payment, procedure, etc) of the statement.
• Vendor ID: Vendor ID, if needed. For DentalXChange, this is 68.
• Vendor PMS Code: Vendor PMS code, if needed. For DentalXChange, this is 144.
• Account Number: Account number, required by DentalXChange.
• User Name: User name, required for DentalXChange.
• Password: Password, required for DentalXChange.
• Generate PDF: For DentalXChange or ClaimX/ExtraDent only. Determines whether or not a PDF version of each statement will be generated and saved in the Imaging Module, statements folder. We recommend always generating a PDF so that there is a record of the statement sent to the patient.
• Output Path / URL Override: The label changes depending on the electronic billing option selected. Statements will be saved or uploaded to this location by default.
  • If DentalXChange, the label is URL Override and the default path is https://claimconnect.dentalxchange.com/dci/upload.svl
  • Otherwise, the label is Output Path and a valid path is required. Only EDS has a default path (C:\EDS\Statements).
• Practice Address: Select the address to send as the practice address. Entered in Practice Setup or Clinic Setup.
• Remit Address: Select the remit (billing) address. Entered in Practice Setup or Clinic Setup.
• Clinic: If using Clinics, the clinic name.
  Note:

  • If the currently logged on user is restricted by clinic, only the clinic they have access to will show in the Clinic dropdown.
  • If Unassigned/Default credentials match other clinic settings, and Unassigned/Default credentials are modified, the edits will affect the other clinics as well. To unlink a clinic from Unassigned/Default, change the clinic's credentials. Then, any changes made to Unassigned/Defaults will no longer affect the clinic.

Email Statements

Edit the default subject and message for statements that are emailed via the Billing List or Account Module. The following variables are available:

• [monthlyCardsOnFile] - the customers credit cards on file. The first 12 digits will be masked, and the last four digits will show, followed by expiration date, e.g. XXXX-XXXX-XXXX-1234_exp:01/01. Multiple cards will be separated by commas.
• [nameF] - guarantor's first name and preferred name.
• [nameFL] - guarantor's first, preferred and last name.
• [nameFLnoPref] - guarantor's first and last name only (no preferred name).
• [namePref] - guarantor's preferred name.
• [PatNum] - patient number.
• [currentMonth] - the current month.
• [StatementURL] - Include a clickable URL patients can use to launch the Patient Portal Sign in window. See Online Payment Management.

Invoice Note

The default note that will appear on Invoice sent in the Account module.

SMS Statements

The default message for SMS (text) messages sent via the billing list. Patient Portal is required and patients must have their login information. The following variables are available:

• [nameF] - guarantor's first name and preferred name.
• [namePref] - guarantor's preferred name.
• [PatNum] - patient number.
• [currentMonth] - the current month.
• [OfficeName] - the name of the practice.
• [OfficePhone] - the practice phone number.
• [StatementURL] - Include a clickable URL patients can use to to launch the Patient Portal Sign in window.
• [StatementShortURL] - Include a short version of the StatementURL.

Send text message for these modes: Set the default modes to send additional text messages to when generating statements from the billing list. The text message can include a clickable link the patient can use to make an online payment. Integrated Texting Feature must also be enabled and patient must be set to accept text messages.