OrthoTrac: How To Change Which Payment Types are Included in the Daysheet Deposit Slip

Document created by prcarter Employee on Aug 16, 2017
Version 1Show Document
  • View in full screen mode

Goal

To change which payment types are included in the deposit slip. 


Solution:
NOTE: The Daysheet must be closed prior to making changes to the daysheet setup. For this reason it is a good idea to get everybody out of OrthoTrac prior to closing the daysheet. Even scheduling an appointment after closing the daysheet will prevent changes to the Daysheet.


1. Close the Daysheet.


2. Click Functions, Maintenance/Set-up, Daysheet Setup from the main menu of OrthoTrac.

3. Double-click the payment type (in the Not Included on Deposit Slip box) to add it to the deposit slip. To remove an item from the deposit slip double-click it in the Included on Deposit Slip box.


4. After or removing all necessary payment types, click Apply.

 

5. Click Close to exit the Daysheet Setup window.

 

 

 

[[Article ID:  1003ATL]]

1 person found this helpful

Attachments

    Outcomes