How to Download a Billing Report from Your Practice Management System

For Open Dental Users

Click here for a helpful link to your Open Dental User Guide

1. Go to Manage Module > Billing
2. On the left hand side under ‘Filter’ set parameters to get the list of patients you’re looking for
3. On the right on ‘Defaults’, you’ll set these and the sub steps one time, the first time you run it, you may need an IT person to help you
4. Click OK
5. Click ‘Create List’
6. Click Send <- this will drop the file in the folder you specified in step 4.b
7. Under ‘Electronic Billing’ select ‘Output to file’
8. Under ‘Output Path’ enter the location of a folder where you want the file to go

For EagleSoft Users

Click here for a helpful link to your EagleSoft User Guide

1. Navigate to Reports: This is usually found in the main menu or toolbar. Click on “Reports” to proceed.
2. Select Accounts Receivable Report: Within the Reports section, look for the Accounts Receivable (AR) category. Click on it to expand the options.
3. Choose Responsible Party Report: This report organizes accounts receivable information based on responsible parties (patients or entities responsible for payment).
4. Customize Report Parameters (Optional): Depending on your preferences, you might have options to customize the parameters of the report. This could include selecting a specific date range, sorting options, or filtering criteria. Adjust these parameters as needed.
5. Generate the Report: Once you’ve set the parameters, initiate the report generation process. This might involve clicking a “Run” or “Generate” button. Eaglesoft will then compile the data according to your specifications

For Dentrix Users

Click here for a helpful link to your Dentrix User Guide

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