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.
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.
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.