Using Automated Statements

When you use Automated Statements, electronic billing statements are transmitted by eServices and then sent to a clearinghouse, where they are printed and mailed to your patients. You automatically receive a report, which lists the patients who will receive a statement.

Each report contains the following information:

Current balance
Overdue balance
Insurance balance
Budget plan balance

Prior to transmission, SoftDent displays a Statement Run Summary report, which lists the:

Number of statements sent
Total balances billed
Outstanding insurance
Amount due