eServices > Using the Automated Statements Service > Using Automated Statements
To enroll in Automated Statements, contact an eServices representative.
To set up Automated Statements:
From the SoftDent main menu, select System > Change System Settings > Billing Statements. The Billing Statement Settings window is displayed.
Click Edit, and in the Cycle Billing section, do the following:
Verify that Enable Cycle Billing is selected.
In the Automated Statements Service Settings section, do the following:
Click Enable Automated Statements Service. A message is displayed, asking you to contact eServices sales to enable the option. Click OK.
You must have Run the Billing Statements security rights to select this option.
Click Enable Online Statement Service if you want to send online statements to patients.
You must be enrolled in Automated Statements in order to use this service.
Click OK.
To print a message on the billing statement, click Messages. The Statement Messages window is displayed.
Type the text for each type of message and click OK. The Billing Statement Settings window is displayed.
To select the form on which the statement is printed, from the SoftDent main menu, select System > Form Selection. The Forms Selection window is displayed.
Select an option from the Automated Statements drop-down list:
Statement WITHOUT Credit Card Information
Statement w/Credit Card: (VISA/MC)
Statement w/Credit Card: (VISA/MC/Discover)
Statement w/Credit Card: (VISA/MC/Discover/American Express)
Statement w/Credit Card: (VISA/MC/American Express)
Click OK.
To remove a minimum payment amount as the amount due on a billing statement, access the Account window for the patient and delete the amount from the Min Payment field.