How To Customize Statement?

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kdna
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Joined: Wed Feb 22, 2012 12:59 am

How To Customize Statement?

Post by kdna »

I would like to customize the look layout of the Statement (Under Accounts->Statement). I am upgrading a practice and integrating various systems. I need the Statement that gets printed to the patients to be consistent.
  • Is there a way I can create my own page design?
    Can I control how the data is displayed / where is appears on the page.
    What part of the code/Open Dental do I go to change the settings for this?
I am trying to mimick the design of statements like those you see from your cell phone/telephone company, or even credit card statements for Open Dental.

Thanks!
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jordansparks
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Re: How To Customize Statement?

Post by jordansparks »

That's feature request #5.
Jordan Sparks, DMD
http://www.opendental.com
atd
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Joined: Thu Mar 27, 2008 2:28 pm
Location: Minneapolis, MN

Re: How To Customize Statement?

Post by atd »

It was brought to my attention by a patient that the bottom portion of the statement doesn't have the practice name, address or phone #. That information is only on the top portion, which they send back with their payment. Until the feature request for customizing the statement is complete, could that information be added to the bottom portion?
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jordansparks
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Re: How To Customize Statement?

Post by jordansparks »

That's feature request #1133, and it's much easier for us to add.
Jordan Sparks, DMD
http://www.opendental.com
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