Once the data is entered, letters may be sent to patients and insurance companies using Microsoft Word.
Open Microsoft Word and setup a template letter by typing it in full.
Setup the mail merge by following these steps.
If using Microsoft Word 2003 and earlier, click on the "Tools" menu and select the "Mail Merge" menu item.
If using Microsoft Word 2007 and later, click on the "Mailings" tab and select the "Start Mail Merge" button.
Follow the wizard in the window that opens on the right side of the screen.
Select the "Letters" document type and click on the "Next" button at the bottom of the screen.
Select the "Use the current document" and click on the "Next" button.
Select the "Use an existing list" option for selecting recipients and click on the "Browse" button to locate the "Records Spreadsheet." Once located, click on the "Open" button to bring the data into the Word document.
HINT: If the spreadsheet cannot be located, ensure that the browse window is searching for Excel files by clicking on the "data sources" or "files by type" drop down.
Follow the wizard to select "Sheet 1" or the sheet that contains the patient data and to select the specific patients in which correspondence on billing is currently being completed.
Click on the "Next" button to place specific fields from the "Records Spreadsheet" into the letter and select recipients from the patients.
Select the fields needed to appropriately fill in the letter by clicking on the "More items" option in the wizard.
Lastly, click on the "Preview your letters" button to view the accuracy of the letters.
Click on the "Complete the merge" button and select the "Print" option in the wizard. If the billing clerk prefers to view the completed letters before printing, "Edit individual letters" may be chosen.
In the "Print" dialog, select the letters to be printed and click on the "OK" button.
Dental billing may be as specific as needed using Microsoft Office. Using the steps above allows a dental office to setup a simple and easy to use dental billing system.