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2nd reminder letter for payment for Planning

[Music] hello my name is ryan beardon in this video you'll learn how to generate reminder letters for patients with uncompleted treatment plans and insurance benefits remaining at the beginning of the year many insurance plans will restart their benefits and a lot of offices find it beneficial to send a letter to patients before the end of the year reminding them to schedule their uncompleted treatment plans and letting them know how much they have remaining in insurance benefits to spend we'll create this letter from the office manager and click letters and then miscellaneous now you will probably already have a template set up for dtxlm21.doc and the description is typically treatment plan reminder this can be customized on system to system so yours may say something different or you may not have it at all if you have this click edit if you don't have this click new and you'll create one to match the settings that you're going to see in just a moment now the letter name is a descriptive name and can be anything you like i would suggest calling it treatment plan reminder so it matches the normal default but you can change that if you prefer the merge data file name is dtxlm21.org the merge letter template name is dtxlm21.doc we'll pick the patient name and their status as patient and gender position and balance aging we'll check none of these boxes so that we don't narrow results down in any of those categories the privacy request for no correspondence will typically leave at applies for patients and guarantors next we'll come to the dental insurance section and click the search box now here you're going to be searching for patients with primary insurance possibly also patients with secondary insurance you can check those boxes ingly you can leave your insurance search from all to all or if you want to search specific insurance plans you're welcome to narrow that down and then put in the beginning balance the minimum amount of money that you want to see remaining on their insurance benefits come next to the procedures section and we're going to search for treatment plan procedures you can leave the range of codes from all to all or again you can focus your search if there's specific procedures that you want to search for and in the date range area go ahead and put your beginning date come up to the data fields tab and we want to verify that last name first name middle initial address city state zip preferred name citation and title are checked here in the patient section provider one name of provider one title checked in the provider section the primary insurance name primary remaining benefits secondary insurance name and secondary remaining benefits are checked off under the insurance section these check boxes will feed the information to microsoft word so it can fill in those letters in just a moment when you're finished with these settings click ok make sure that your letter is still highlighted and then click create merge and create the letter using the default settings right there we'll click ok it begins counting through the database generating letters and now you can use the tools of word to scroll through and preview them print them or whatever you may need to do with them and that's how dentrix does it for more tips and training please visit the online resource center you