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’ <- 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
4. Click OK
5. Click ‘Create List’
6. 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

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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