Quickbill Report #1 is your billing statement. It shows you what you are being charged for regarding Quickbill. It will also show you any address corrections that showed up on the United States Post Office Website. Quickbill Report #2 is an itemized list of the Statements that you sent out. I like to my reports to the Doc Center. Click on the report you want to print so that it’s highlighted and then click “print” on the preview” button next to the printer icon. Once the report is showing you can click on the word then “print “File” Instead of choosing your printer, change this option to to Doc Center”. “Print”. “Print Next, click on the Doc Center icon from the Office Manager. Choose the person or Practice Name you want to save this document under. When that Doc Center opens, Click on and then Documents”. When the new “Acquire” “Unfiled window opens scroll till you see todays date click on it to highlight it and then click on it and drag it over to the Doc Center you opened and let go. You have now saved it after you choose the file to save it to and name it (Ex. “Quickbill Report #2). **If you want to send out a statement individually, you would go to that patients ledger and click on Print at the top of the page then choose “Statement”. If you are going to be sending a few that day, you click on to send it to the Batch Processor and send them all “Batch” together by going to the Batch Processor and selecting them all by highlighting them and clicking on the Quickbill Icon and following the steps above. To send just one, you can click on Electronically” and it will be sent right away. Just make sure you look at your “Send Reports to see that everything went through ok.
Quickbill Report #1 is your billing statement. It shows you what you are being charged for regarding Quickbill. It will also show you any address corrections that showed up on the United States Post Office Website. Quickbill Report #2 is an itemized list of the Statements that you sent out. I like to “print” my reports to the Doc Center. Click on the report you want to print so that it’s highlighted and then click on the “print preview” button next to the printer icon. Once the report is showing you can click on the word “File” then “Print”. Instead of choosing your printer, change this option to “Print to Doc Center”. Next, click on the Doc Center icon from the Office Manager. Choose the person or Practice Name you want to save this document under. When that Doc Center opens, Click on “Acquire” and then “Unfiled Documents”. When the new window opens scroll till you see todays date click on it to highlight it and then click on it and drag it over to the Doc Center you opened and let go. You have now saved it after you choose the file to save it to and name it (Ex. “Quickbill Report #2). **If you want to send out a statement individually, you would go to that patients ledger and click on Print at the top of the page then choose “Statement”. If you are going to be sending a few that day, you click on “Batch” to send it to the Batch Processor and send them all together by going to the Batch Processor and selecting them all by highlighting them and clicking on the Quickbill Icon and following the steps above. To send just one, you can click on “Send Electronically” and it will be sent right away. Just make sure you look at your Reports to see that everything went through ok.
Quickbill_Guide_for_Dentrix.docx