BDS Services Training Guide

Welcome to the BDS Services Quick Start Guide

We’re excited to help you get started with BDS Services! This guide is designed to give you a fast, confidence‑building introduction to the essential tools you’ll use in your daily workflow.

Inside, you’ll learn how to:

• Generate Statements in Cloud 9 – quickly produce accurate statements for your patients and practice.
• View and Approve Statements in the BDS Portal – easily review, manage, and approve statements before they go out.
• Update the Status of Sent Statements – Mark sent statements as Printed for confirmation. 

Generate Statements in the Cloud 9 URL

This tutorial is an abbreviated version of Generating Statements in Cloud 9. For a more detailed lesson, visit our Cloud 9 Learning Academy and Review Cloud 9 Ortho Software: An Overview of the Financial Features. 
Register | Cloud 9 Learning Center 
 

1. Log into your Cloud 9 URL
2. Click on Financial > Statement Queue.
3. Click the Generate Statements button 
   
4. Update the Statement Details as needed and then click the Generate button.

1. From the list generated, select the statements to send to BDS. Select all by clicking the box at the top left of the list.

1. Click the Paper Airplane icon to send the selected Statements. 

Access the BDS Portal

1. URL Link: https://portal.billingdoc.net/login.php.
2. Enter your Customer Code and Password*  
   *can be found in C9 under Edit > Practice Information > eStatements (Not available prior to completion of account setup).
3. Type the security key exactly as it is shown on the live screen
4. Click on the Submit button

Reviewing the Statement Samples

1. Select “Search” in the Submitting Files menu.
2. In the text box provided, type in an account name or number, then click the “search” button. This will bring up the account(s) and the pdf image links to view. If you do not have an account number to use, enter a name into the blank table in the upper left to search by Responsible Party name.
3. Click on a PDF “View” link to download the statement and preview it.
4. Confirm that the statement has been created correctly.

Update Email Address for Notices

1. Hover over Site Settings in the menu.
2. Click Profile.
3. Change or add the email address used by BDS for notices.

Approve Statements

1. Hover back over Submitting Files.
2. Click Approval.
3. Enter your name and email.
4. Check the appropriate boxes to approve the statements.
5. Click Submit when finished.

Update Statements Status in Cloud 9

1. Return to the Cloud 9 Statements page
2. Click on each approved statement submission
3. Click on the Checkmark box in the top right corner to update it to Printed, designating that the statement has been sent to BDS for processing.