Release Notes: January 25, 2024

Statements Filtered by Billing Type

Assigning billing types in Dentrix Ascend is a great way to categorize patient accounts. With this release, you can now filter a batch of billing statements to include statements for only those guarantors who have been assigned one of the billing types you specify.

To generate statements for accounts with specific billing types, do the following:

1. Go to Home > Billing Statements. The Generate Billing Statements dialog box appears. By default, all billing types are selected.

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2. On the new Billing Type list, do one of the following:

  • Clear the checkboxes of the billing types you do not want to include.
  • Clear the All checkbox, and then select the checkboxes of only the billing types you want to include.
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Note: If the list of billing types is long, you can use the Search box to narrow down the list.

3. Set up other options as needed.

4. Click Generate.