Dental Statement Forms
Run Dental Statement forms to provide your patients and billing parties with clear information about their financial obligation. If you have Edge Specialist, this includes the portion of pediatric dentistry dental procedure fees charged to the insurance company and the portion charged to the patient. All orthodontics contract and miscellaneous charges appear as owed by the billing party. You may print, export, or email the form, or capture it directly to the patient's correspondence history.
Orthodontic Statements vs. Dental Statements
- This article describes generating the Dental Statement form, which is the recommended statement for Edge Specialist users to show the billing for completed dental procedure fees. If you do not have Edge Specialist, or if you wish to generate statements for orthodontics specialty contracts and miscellaneous charges, we suggest you run the Statement form instead. See "Statements" for details.
Get Started with Dental Statements
Choose Default Statement Format
Use the Default Forms section of your Reports and Forms editor to select the default format to use for paper forms. This is the format that will be selected when you run the form from the Forms option of the Home or Patient ribbon bar. If you have purchased customized forms, you may choose your form as the default. If needed, you can set up different default forms for individual offices and specialties in your practice. Most practices use the Statement format for orthodontics contracts and miscellaneous charges, and if they have Edge Specialist, they use the Dental Statement format for pediatric dentistry dental procedure charges. If, after running statements from a ribbon bar the incorrect format is generated, you can make the change in the Reports and Forms editor. See "Reports and Forms Editor" for details.
Set Up Dental Statement Quick Report Settings
When you print a form from the Patient or Home ribbon bar, the results default to the Quick Report settings. If those settings include printing the form immediately, you will not have an opportunity to review before the form prints. See "Quick Reports" for details about creating / updating these settings.
If you will be emailing this form to your patients and parents, use your Reports and Forms editor to assign the mail merge document to use as the text of your email message. See "Reports and Forms Editor" for details.
Email Type Required - The mail merge document you assign to a form must specify the Email Type in the Mail Merge Documents editor in order for this feature to function properly.
When you email a form, the name of the assigned mail merge document will be the email subject, the text of the mail merge document will be the email message, and the form will be sent as a PDF attachment. In addition, the mail merge document and the form will be entered as separate items in the patient's correspondence history.
You can open this feature in multiple ways: Use the method that's most convenient for you. If the patient has multiple contracts, you will need to select the contract to print for.
Enable Edge Specialist Pediatric Dentistry Specialty
If you have Edge Specialist, this statement format is generally used for billing pediatric dentistry dental procedures. To run this form from the Patient or Home ribbon bar, be sure that Dental Statement is the default statement for your Pediatric Dentistry specialty in the Report and Forms editor, and that the pediatric dentistry specialty is selected in the patient folder header.
Select Forms then Statement from the Patient ribbon bar, or from the Tasks section of the Home ribbon bar. If a patient folder is open and the orthodontics specialty is selected in the patient folder header, the default orthodontics statement from your Report and Form editor form is loaded. If a patient folder is open and the pediatric dentistry specialty is selected, the default pediatric dentistry statement is loaded. If no patient folder is open, the default orthodontics statement form is loaded. When you print a form from the Patient or Home ribbon bar, the results default to the Quick Report settings. If those settings include printing the form immediately, you will not have an opportunity to review before the form prints. See "Quick Reports" for details about creating / updating these settings.
Select Reporting from the Reporting section of the Home ribbon bar. Then from the Form section, open the Dental Statement form. (You can also use the Search field to find the form you want to work with.) You might also be able to run this form from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.
Select the options to use for choosing records and generating this form.
Show/Hide icon in the upper left corner of the Reporting window.)
Quick Report Settings - When you print a form from the Patient or Home ribbon bar, the results default to the Quick Report settings. If those settings include printing the form immediately, you will not have an opportunity to review before the form prints. See "Quick Reports" for details about creating / updating these settings.
Contract - If needed, use the Contract field to select the patient contract to work with. If you select a subgroup, this field is ignored.
Message - You can include a message that will appear on all the forms in this print job.
Balance Forward / Last Current / Statement Dates - Transactions that fall before the balance forward date are lumped together and calculated as the balance forward. Charges posted between the balance forward date and statement date are included individually on the form. Alternately, instead of entering a specific balance forward date, you can enable the Last Current Date option to show all transactions from the last time the balance was zero.
Statement Print Date - Enter the date to print in the "Statement Date" field of the form, or enable the Today option to use today's date.
Print Practice Header - Enable this option to print the Billing Address of the office the patient is assigned to in the Patient Information Panel at the top of the form. If you print this form on paper that is pre-printed with this information, disable this option.
Print Practice Footer - Enable this option to print the patient's office billing name and address at the bottom of the form. If you print this form on paper that is pre-printed with this information, disable this option.
Move Address - This field allows you to adjust the position of the practice header, if you have chosen to print it on the form, so it fits in your window envelopes. The value -2 moves the address the farthest up on the page. 0 is the default position. The value 2moves the address the farthest down on the page.
Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.
If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.
Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, that information appears just under the report title so you know which criteria was used to generate the results.
If this report supports showing / hiding the details that comprise report totals, you can click the expand / collapse icons to show / hide the details. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.
While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)
Open the Patient Folder / Responsible Party Record
While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.
Get Detailed Report Description
Click the 
icon to the right of the View button to open the help article with the detailed description of the report.
With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.
View Forms in the Correspondence History
After you generate this form, it is recorded in the Correspondence tab of the patient’s correspondence history, in PDF form. You can click the form name to open it.
