OrthoTrac: How to Print the Balancing Worksheet

Document created by prcarter Employee on Aug 9, 2017
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To print the Balancing Worksheet.

1. Click Reports, Financial, Balancing Worksheet from the main menu of OrthoTrac.

2. Select either Specific month only, Specific Dates, or Year, then enter the appropriate dates.

3. Uncheck Charges, Payments, and/or Adjustments if a detailed list of these items is not needed.

4. Select the location (or All Locations). If you are using only one location this option is not available.

5. Select the doctors (or All Doctors). If you have only one doctor this option is not available.

6. Click OK.

[[Article ID:  6855ATL]]