The High Performing Dental Team

#187 Year End Account Printout in Dentrix


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🧾 Are your patients confused by their bills when tax season rolls around?
In this episode, Dayna Johnson explains why clear, organized billing statements matter more than ever and how dental practices can generate statements that actually make sense to patients.
Dayna walks through best practices for creating billing statements that include ADA procedure codes, insurance claim details, and family-level summaries, instead of handing patients confusing ledgers. She also shares tips for adjusting billing software settings, generating statements consistently, and improving patient communication through clarity and transparency.
This conversation is especially helpful for office managers, billing teams, and doctors who want to reduce patient frustration, save time at the front desk, and deliver a better overall patient experience.
✅ Key Takeaways:
-Why patients often need billing statements for tax preparation
-Why billing statements are better than ledgers for patient understanding
-The importance of including ADA procedure codes and insurance details
-How organized statements improve patient communication and trust
-Benefits of generating billing statements for the entire family
-Why daily statement generation saves time and reduces errors
-How small software setting changes can streamline billing workflows
-The value of sharing knowledge and support within your team
⏱️ Chapters:
00:00 Navigating Patient Billing Statements
07:12 Enhancing Patient Communication and Support
📲 Need help cleaning up your billing workflows?
Book a free discovery call with Dayna at novonee.com
- https://calendly.com/dayna-johnson/discovery-call?month=2025-12
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The High Performing Dental TeamBy Dayna Johnson

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