Billing for medical and dental practices
Patient statements net of insurance & installment care
Send patient-friendly balance statements that show what insurance paid, split larger out-of-pocket balances into installment plans, and remind patients on a gentle cadence.
- Industry Terminology
- Visit · Additional procedure · Patient
- Priced for Lines
- Consultation · Procedure · Lab work
- Standard Settlement
- Net 30 days
A workspace that starts with the words, fields and terms your practice already uses.
A sample document
How an invoice looks in the real world
An illustrative statement with Medical / Dental line items and terms. The names, amounts and notes on it are made up; the notes are the business’s own wording, not BillingMart’s.
STM-2026-4421
Elena Rostova
Patient Account #MED-9104 · Statement for September 2026
Sep 18, 2026 / Dr. Sarah Lin, DDS
A field printed on the invoice
Net 30 Days (3 Monthly Care Installments Available)
Cadence: +15d, +30d, +60d
How it bills
The medical / dental billing flow
From the estimate to the payment, the steps this kind of work usually follows.
Treatment Plan Cost Estimation
Send a treatment plan (an estimate) listing each procedure and the expected patient share, which the patient accepts in one click from their portal.
Post-EOB Patient Statement
Once the carrier’s Explanation of Benefits (EOB) arrives, bill the patient’s share with the date of service, provider and amount paid by insurance. The insurance claim # is a field on the statement for your records; it is not printed on the patient’s copy.
Installment Care Plans & Card Payment
Split larger balances into monthly installments the patient pays by card through the pay link or their patient portal.
Built for this trade
Compassionate, Transparent Patient Invoicing
Reduce confusion over insurance adjustments and patient responsibility
Medical and dental billing is notoriously frustrating for patients. When statements show confusing codes, obscure adjustment columns, or surprise co-pays months after treatment, patients delay payment or dispute the balance.
BillingMart statements carry the date of service, provider and amount paid by insurance in their own fields, beside the procedure lines, and an in-network adjustment is a credit note against the statement, so the patient balance is plain. The insurance claim # is a field for the practice, kept off the patient’s copy.
For high-cost dental or elective medical procedures, practices can set up installment plans, for example 3 monthly payments, and patients can turn on card autopay in their portal.
What it does for this trade
- Date of service and provider printed on statements; the insurance claim # kept on your copy
- A paid-by-insurance field beside the procedure lines
- Installment plans that issue and chase themselves (3 suggested)
- Reminders 15, 30, and 60 days after the due date, pausable per statement
Instant Configuration
Selecting this industry profile pre-populates all terminology, custom fields, and dunning cadences in your workspace. You retain complete control to edit or expand any setting at any time.
The preset
It already knows the words
Pick this trade when you sign up and everything below is pre-filled. Every value is fully customizable in your settings.
What things are called
- job
- Visit
- change order
- Additional procedure
- client
- Patient
- invoice
- Statement
- estimate
- Treatment plan
On every invoice
- Date of service
- Provider
- Paid by insurance
First-class structured fields rather than an unstructured notes box, printed on the invoice and its PDF.
Terms it starts with
- Payment terms
- Net 30 days
- Numbering
- STM-2026-0001
- Installments
- 3 suggested
- Reminders
- day 15, day 30, day 60 after the due date
Installment plans are included in the trial, then on the plans that list installments.
Common Line Item Presets
Frequently billed items for medical / dental work. Click-to-add on any invoice to save repetitive typing.
- + Consultation
- + Procedure
- + Lab work
- + Supplies
Questions
Frequently asked questions about medical / dental invoicing
What people ask before they bill this way, answered from what the product does.
How does BillingMart display insurance payments and adjustments?
Statements have fields for date of service, provider, insurance claim #, and amount paid by insurance; the claim # is for your records and is not printed on the patient’s copy. An insurance payment is recorded as a payment against the statement, and a contractual adjustment is a credit note, so patients see their exact out-of-pocket balance.
Can practices offer monthly patient installment plans?
Yes. Installment plans split a balance into scheduled monthly statements (e.g. 3 payments of $200.00). Patients can save a card in their portal and turn on autopay.
Can patients pay with HSA or FSA debit cards?
Patients pay by card on the pay page. An HSA or FSA card is charged like any other card your merchant account accepts; there is no HSA- or FSA-specific handling.
How does the reminder schedule treat patients differently from commercial debtors?
The Medical & Dental model spaces reminders further apart: 15, 30, and 60 days after the due date. You can change the cadence or pause reminders on any single statement.
Start billing your practice
Start on the free plan, with no credit card required to sign up. Every plan and its monthly send limit are on the pricing page.