Billing defaults affect default options for Billing statements sent via the Billing List. More defaults can be set in Manage Module Preferences.

To edit billing default settings:

1. In the Manage Module, click Billing.
2. From the Billing Options window select Defaults under Dunning Messages, or from the Billing List select Defaults above the Send button.
   
   Only electronic billing settings can be edited when accessing defaults from the Billing List.
3. Select options then click OK to save.

Start Date Last ... Days: The number of days of account history that will show on each statement. This value will be used to calculate the default Start Date on the main Billing Options window. For example, if Start Date Last is 45 days, then the start date printed on the statement will be 45 days from the date the statement is generated. Any transactions completed prior to this date will be totaled as a single line item, Balance Brought Forward at the top of the patient account grid.

Intermingle family members: Determines how family account history is grouped on statements. This setting also determines the default setting for the Intermingle box on the main Billing Options window.

• If checked, family members will be mixed together on the statement and transactions will be ordered by date.
• If unchecked, each family member will have their own section on the statement with a total.

General Message: The default message that shows at the bottom of statements (and above the dunning message) generated using the billing list. The only variable available for this field is [installplan]. There is a 500 character limit (including the installment plan terms if used).

Electronic Billing: To set up Electronic Billing (electronic statements), enter electronic billing information.

• No electronic billing: Do not send electronic statements.
• DentalXChange: Use DentalXChange to send statements.
• Output to file: Save statements as an XML file to the Output Path.
• Claim X/Extra Dent: Save statements in the ClaimX/ExtraDent file format to the Output Path.
• EDS: Save statements as an XML file to the Output Path.

The other fields which are editable depend on the electronic billing option selected.

• Credit Card Choices: Send credit card choice information with the statement information.
• Output Path vs URL Override: The label changes depending on the electronic billing option selected. Statements will be saved or uploaded to this location by default.
  • If DentalXChange, the label is URL Override and the default path is https://claimconnect.dentalxchange.com/dci/upload.svl
  • Otherwise the label is Output Path and a valid path is required. Only EDS has a default path (C:\EDS\Statements).
• Generate PDF: For DentalXChange or ClaimX/ExtraDent only. Determines whether or not a PDF version of each statement will be generated and saved in the Images module, statements folder. We recommend always generating a PDF so that you have a record of statement information sent to the patient.
• Practice Address: The address to send as the practice address.
• Clinic: If using Clinics, the clinic.

Email Statements: The default subject and message for statements that are emailed via the billing list or Billing Module. The following variables are available:

• [monthlyCardsOnFile] - the customers credit cards on file. The first 12 digits will be masked, and the last four digits will show, followed by expiration date, e.g. XXXX-XXXX-XXXX-1234_exp:01/01. Multiple cards will be separated by commas.
• [nameF] - guarantor's first name and preferred name.
• [nameFL] - guarantor's first, preferred and last name.
• [nameFLnoPref] - guarantor's first and last name only (no preferred name).
• [namePref] - guarantor's preferred name.
• [PatNum] - patient number.
• [currentMonth] - the current month.
• [StatementURL] - Include a clickable URL patients can use to launch the Patient Portal Sign in window where they can view online versions of statements and/or make a payment. See Online Payment Management.

Invoice Note: The default note that will appear on Invoice sent in the Billing Module.

SMS Statements: The default message for SMS (text) messages sent via the billing list. The following variables are available.

• [nameF] - guarantor's first name and preferred name.
• [namePref] - guarantor's preferred name.
• [PatNum] - patient number.
• [currentMonth] - the current month.
• [OfficeName] - the name of the practice.
• [OfficePhone] - the practice phone number.
• [StatementURL] - Include a clickable URL patients can use to to launch the Patient Portal Sign in window where they can view online versions of statements and/or make a payment. Example: www.patientviewer.com/statements/345Ydm.
• [StatementShortURL] - Include a short version of the StatementURL. Example: www.od.ag/s/345Ydm.

Send text message for these modes: Set the default modes to send additional text messages to when generating statements from the billing list. The text message can include a clickable link the patient can use to make an online payment. Integrated Texting Feature must also be enabled and patient must be set to accept text messages.