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Control Statement Printing Options
   
If statements are printing for accounts that  you think should not be getting statements, you should check your settings under Statement Printing Options.  The options selected will determine which
accounts get statements and what will be printed on the statement.

To view your statement printing options, select System Stuff from the Main Menu, and then select Statement Printing Options. You can change the options that have an asterisk (*) in front of them.  The options without the asterisk are system defined and cannot be changed.

The following table lists the default and alternate settings for the conditions that you can change.  WARNING! Changing these settings too often may result in missed statements or an overabundance of statements.  Also, if you don't accept statements every time you run them, some of these settings may result in all transactions being printed (again).  Datacon Customer Support can help you achieve the most efficient statement run.

These items determine whether or not a statement will be printer

Default Statement Printing options

  • Payment plan doesn't affect statement printing
  • New transactions do not force a statement to print
  • If the account total is a credit then don't print a statement
"I love the versatility and flexibility in the reporting. Most spectacular is the compatibility to other dental programs that can integrate with Datacon. Datacon's support crew always finds a solution and the trainers always have a positive attitude," Ms. Jodi Kwan, Dr. Lakha and Baird - Palo Alto  

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  • If the account total is zero then don't print a statement
  • Current balances can be printed
  • Allow insurance balances to print
  • Print a statement for balance forward or new transactions
  • Get the return address from Company File (Use this if your practice has one owning doctor or company name)

Alternate Statement Printing Options

  • If entire balance is on an up-to-date payment plan then no statement
  • Print a statement if any new transactions have been posted (this option will print a statement for accounts with a zero balance if a payment has been made)
  • Credit balances can be printed
  • Zero balances can be printed
  • If the entire balance is under 30 days, then don't print a statement
  • If all transactions with a balance due are billed to insurance then no statement (note: all transactions)
  • Only print a statement if new transactions exist
  • Get the return address from the doctor on the account (Use this if you have separate owning doctors)

If a Statement is printed, these determine what is printed

Default statement printing options

  • Summarize zero-balance history older than 90 days

  • Balance due doesn't affect printed history

  • Insurance status doesn't affect printed history

  • The age of a transaction doesn't determine if it prints

Alternate statement printing option

  • Include all un-printed ledger history (this may produce multiple pages if account has a long zero balance history)

  • Include all transactions with a balance due (Use this option if you want to reprint items with a balance due)

  • Include all transactions billed to insurance

  • Print all transactions posted for the last [#] days

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