Patients with Balance

Use this guide to find patients with balances in Open Dental and send statements.

To access:

1. Click the Payments icon on the home page
2. Select the Patients with balance tab

3. Set filters to generate your list. Available options are:

• Patient's First Name 
• Patient's Last Name
• Billing Type
• Balance Age
• Last Statement
• Include Family Credits
• Include Family Statements
• Include patients with open claims

4. After generating your patient balance list, select an individual patient, family, or multiple patients:

Single Patient Selected

Family Account Selected

5. With a patient selected, click on the Send Statements button to invoice the account using text or email:

6. For single statements: 

• Select the items to include in the patient's statement

7. Choose which method to send the statement using the text and email icons

FlexPayments Powered by Stripe: Multiple Statement View

Flex Integrated Payments (formerly FlexPay): Single Statement View

➡️Use this guide for information on how to send bulk statements in Flex: Bulk Statements

➡️To enable automatic statements, check out our resource here: Mass Statement Automation

➡️Text and Email template defaults can be customized to match your practice communication style or used as provided. To locate statement templates, see: Access Statement Message Templates

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If you have questions, please contact Flex Support.

Thank you!