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apratt
Canine II

Daily patient collection amounts

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We are trying to track how much is due to be collected each day from scheduled patient appointments. Is there a way to do this without going in to each patient account?

Thank you, AP

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prcarter
Moderator
Moderator

Re: Daily patient collection amounts

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Good day Anita ( @apratt ),

Apologies for the delay, this post was just moved here to the Orthotrac board recently. 

The Daily Collections report is designed to do just that. Here is how to run it:

1.  From the main menu of OrthoTrac, click Reports>Schedule>Daily Collections. The From and To dates in the Daily Collections window will always default to today's date. If another date range is needed, click in the From and/or To box and change the date.

2.  Select the appropriate balance options:

prcarter_0-1617974949613.png

-- "All Accounts" will print all patients regardless of whether they have any balances;

-- "All Non Zero" will print all patients with positive or negative balances;

-- "Credit Balance" will print only patients with credit balances;

-- "30+ Days", "60+ Days" and "90+ Days" will print only patients with balances in those fields respectively. 

3.  Click Print and select a printer. 

4.  Click OK to print the report. 

 

Regards,

Phil Carter / OrthoTrac Escalations
Click OK.
Select the Print Options and click OK.

View solution in original post

4 Replies
tshaw
Community Manager
Community Manager

Re: Daily patient collection amounts

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Hello @apratt

It looks like this post ended up under the Welcome to Our Community area. I'm going to move it under the OrthoTrac board so the team there sees it. 

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prcarter
Moderator
Moderator

Re: Daily patient collection amounts

Jump to solution

Good day Anita ( @apratt ),

Apologies for the delay, this post was just moved here to the Orthotrac board recently. 

The Daily Collections report is designed to do just that. Here is how to run it:

1.  From the main menu of OrthoTrac, click Reports>Schedule>Daily Collections. The From and To dates in the Daily Collections window will always default to today's date. If another date range is needed, click in the From and/or To box and change the date.

2.  Select the appropriate balance options:

prcarter_0-1617974949613.png

-- "All Accounts" will print all patients regardless of whether they have any balances;

-- "All Non Zero" will print all patients with positive or negative balances;

-- "Credit Balance" will print only patients with credit balances;

-- "30+ Days", "60+ Days" and "90+ Days" will print only patients with balances in those fields respectively. 

3.  Click Print and select a printer. 

4.  Click OK to print the report. 

 

Regards,

Phil Carter / OrthoTrac Escalations
Click OK.
Select the Print Options and click OK.

View solution in original post

apratt
Canine II

Re: Daily patient collection amounts

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Thank you for responding so quickly. This is exactly what I was looking for. 

Best regards, Anita

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prcarter
Moderator
Moderator

Re: Daily patient collection amounts

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Good day Anita ( @apratt ), 

You are welcome!  Please let us know if you have any other questions. 

Regards,

Phil Carter / OrthoTrac Escalations

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