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Does anyone have any advice on how to easily keep on top of patient debts? In my practice it is me who is in charge of collecting any overdue charges from patients. I like to do this once a month but I am yet to find a simple way to keep track of this. Is there a way to bulk send letters to patients? And is there a way to show to patient what it is they owe for without doing it manually. I work in a large practice with around 22,500 patients so an automated bulk system is what I am after. I have attached photos of what I was used to with our previous computer software. 

Hey ​@Small but knowing Clown, we’ve recently added a new “In Debt” list under the Patients report, you can use this to see patients in debt and that debt broken down by how old it is. If you want to then contact patients, I’d recommend adding a filter against the report to e.g. select patients with debts older than 90 days, Save as a new list, and then you can contact patients directly from the report by sending letters or emails.

You can find a bit more info on how to do this here: https://help.dentally.com/en/articles/4602158-how-to-identify-patients-who-owe-money

Hope this helps!

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