How to Change the Day of the Month that the Contract Charges are due (Change the Roll Day for a Single Patient)

Document created by prcarter Employee on May 16, 2017
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Goal:  

To change the day of the month that the contract charges are due for a single patient  (i.e., change the roll day for that patient).

 

Solution:
Change the roll day in the charges and payments window on the Overview tab.

The roll day can only be changed for patient contracts, not insurance contracts.

1. From the main menu of OrthoTrac, click Functions, Financial Functions, Charges.
2. Select the patient from the OrthoTrac Software Patient Look-up window.
3. Click OK.
4. Click View, Overview from the main tool bar.
5. Click in the text box labeled Roll Day.
6. Enter the new roll day.
7. Press <Enter>.
8. When the Change Roll Day ... Are you sure you want to change the roll.... window is displayed, click Yes.
9. Click Functions, Contracts and Payment Plans, Setup Contract to view the contract window and verify that the future charges show the correct roll day.

 

 

 

[[Article ID:  4438ATL]]

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