Printed paper statements require a Dental Intelligence Payments subscription. Interested in adding Dental Intelligence Payments with Xplor Pay to your subscription? CLICK HERE and one of our representatives will reach out to you to help you get set up.
Printed paper statements allow you to mail patients a physical copy of their outstanding balance, directly from your Dental Intelligence dashboard.
Printed Statements Overview
Once you've added Printed Statements functionality to your Dental Intelligence subscription, you will be billed in arrears for the previous months usage going forward.
Printed statements cost $1.20 per single page statement, plus $0.20 for each additional page. This price is based on current postage rates and is subject to change. Your practice admin will be notified prior to any pricing increase.
Once a printed statement is requested, the statement will be delivered to the patient in 3-4 business days.
Printed statement usage is billed in arrears — meaning your invoice reflects statements mailed in the prior month. For example, your June invoice will include charges for printed statements mailed in May. Printed statement charges will be billed separately from your Dental Intelligence subscription.
How to Enable Printed Statements Functionality in Dental Intelligence
If you would like to start sending mailed paper statements to patients with outstanding balances, you can enable this feature in Settings > Practice Setup > Payments.
In order to enable Printed Statements, you must be an admin user with Full 'Billing' permissions. Learn more about how to enable printed statements here.
How to Send Printed Statements to Patients
In the left side menu, click Revenue Cycle > Payments
Click on the Accounts Receivable tab
Locate the patient you want to send a statement to in the patient list and click the three-dot menu (⋮) next to the patient's name
From the dropdown menu, Payments > Send printed statement
In the window that appears, review the following information:
Send date: The date defaults to the next business day, but you can select a different date if needed by clicking on the calendar button
Patient address: Verify the mailing address is correct. If the address is incorrect or if no address is found, you'll need to update it in your Practice Management System before proceeding
Statement preview: Click "Click to preview statement" to review the statement that the patient will receive in the mail
Once you've confirmed all details are correct, click Send
Once sent, the printed statement will be delivered to the patient within 3-4 business days.
Important Notes
If no patient address is found for the patient, you must update the address in your Practice Management System before you can send a printed statement.
You can preview the statement before sending to ensure all information is accurate.
The statement is pulled directly from the last 90 days of ledger activity in your PMS.
The statement will include the patient's total balance, estimated insurance, and amount due.
Need to make a change to the practice contact information shown on a Dental Intelligence patient statement? Navigate to Settings > Practice Setup > Practice Info to update your practice name, address, and phone number.
How to Cancel a Printed Statement
If you requested a printed paper statement to be mailed to a patient and need to cancel it before it's sent out, you'll need to cancel your request within 24 hours by contacting our support team.
Track Printed Statements
Track the performance of mailed paper statements to patients in Revenue Cycle > Payments > Printed Statements.
The Printed Statements dashboard shows the total dollars requested, total dollars collected, and total percent collected across all sent paper statements.
Click on the calendar button to view statements mailed by day, week, month, or year. Then, view the date the statement was sent, the amount requested, and the statement type (simple or detailed) by patient.
