For Open Dental Users
Click here for a helpful link to your Open Dental User Guide
- Go to Manage Module > Billing
- On the left hand side under ‘Filter’ set parameters to get the list of patients you’re looking for
- On the right – on ‘Defaults’ <- this and the sub steps are a one time and only needs to be done the first time, you may need an IT person to help you
- Under ‘Electronic Billing’ select ‘Output to file’
- Under ‘Output Path’ enter the location of a folder where you want the file to go
- Click OK
- Click ‘Create List’
- Click Send <- this will drop the file in the folder you specified in step 3.
For EagleSoft Users
Click here for a helpful link to your EagleSoft User Guide
- Navigate to Reports: This is usually found in the main menu or toolbar. Click on “Reports” to proceed.
- Select Accounts Receivable Report: Within the Reports section, look for the Accounts Receivable (AR) category. Click on it to expand the options.
- Choose Responsible Party Report: This report organizes accounts receivable information based on responsible parties (patients or entities responsible for payment).
- 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.
- 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
1. Open Office Manager
2. Click Letters & Custom Lists and choose Misc
3. Select Patient Report (By Filters) and click Edit
4. Set filter criteria (none if you want all patients)
5. Click Data Fields and select the fields you want (e.g., First Name, Last Name, Chart ID/Patient ID, Balance)
6. Click OK
7. Click Open List Manager to view/export the list