Performing End-of-Month Procedures > Printing Patient Statements

Using Cycle Billing

As an alternative to sending bills once a month, cycle billing provides an even cash flow by billing on a more frequent basis. For example, on a weekly basis, you can generate statements for all patients who:

• Owe a balance.

• Received treatment more than 7 days ago.

• Have not been billed for at least 28 days.

To set up cycle billing:

1. Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.

2. Click the Statements tab.

3. Use the Cycle Billing section to select one of the following:

• Initial Visit Date

• Last Visit Date

4. Enter a number of days in the Min Cycle Billing Days field. This determines when the statement is sent based on what you selected in Step 3.

5. Enter a number of days in the Billing Frequency field. This determines how often the patient will be billed.

6. Click Ok.

7. On the toolbar, click . The Batch Billing Statements window is displayed.

8. In the Options section, select the Cycle Billing checkbox.

9. Deselect the Cycle Billing checkbox to discontinue cycle billing.

10. Click Print.