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Premolar II

Printing. Contract information

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Is there a way to print out the contract dates/amounts due in a format other than the coupon book? We have several patient that have a balloon payment due on or before April 1 and a couple that have some incrementally increasing monthly payments for various reasons. It would be necessary to be able to print out a list for them so they can see at an glance their entire payment set up from start to finish in one sheet without having to recreate by manually entering everything it in a spreadsheet outside OrthoTrac.

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CS Dental Employee
CS Dental Employee

Re: Printing. Contract information

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From the contract screen, instead of printing another coupon book, you can print a Fact Sheet. This lists out all of the payments in the contract on one page. 

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CS Dental Employee
CS Dental Employee

Re: Printing. Contract information

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CS Dental Employee
CS Dental Employee

Re: Printing. Contract information

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From the contract screen, instead of printing another coupon book, you can print a Fact Sheet. This lists out all of the payments in the contract on one page. 

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Premolar II

Re: Printing. Contract information

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The fact sheet option is greyed out in our software...

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CS Dental Employee
CS Dental Employee

Re: Printing. Contract information

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Then you aren't on the contract screen. You have to be looking at an active contract to print a fact sheet. 

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CS Dental Employee
CS Dental Employee

Re: Printing. Contract information

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Premolar II

Re: Printing. Contract information

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Thanks, that made all the difference! 

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