cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Canine II

Seeing Financials from schedule

Jump to solution

We recently upgraded to v15.1.1.4... now we are no longer able to see the patients financial information from the schedule screen.  You used to be able to click on the little down arrows when viewing the appointment so see current due, etc... the arrows are still there but no longer shows anything.  Is this a glitch or was this removed?? 

0 Kudos
Reply
1 Solution

Accepted Solutions
Highlighted
Moderator
Moderator

Re: Seeing Financials from schedule

Jump to solution

Good day Kim ( @kslav2002 ),

You are referring to this screen, correct?

prcarter_0-1603907666766.png

The behavior you describe is indeed a defect in version 15.0 and 15.1.1.4  of OrthoTrac.  It has been corrected in the upcoming incremental release, version 15.1.3.23 .  That version is currently being pushed to our Cloud customers and we expect it to be available for locally hosted clients within a couple of weeks.  

Regards,

Phil Carter / OrthoTrac Escalations

View solution in original post

5 Replies
Highlighted
Moderator
Moderator

Re: Seeing Financials from schedule

Jump to solution

Good day Kim ( @kslav2002 ),

You are referring to this screen, correct?

prcarter_0-1603907666766.png

The behavior you describe is indeed a defect in version 15.0 and 15.1.1.4  of OrthoTrac.  It has been corrected in the upcoming incremental release, version 15.1.3.23 .  That version is currently being pushed to our Cloud customers and we expect it to be available for locally hosted clients within a couple of weeks.  

Regards,

Phil Carter / OrthoTrac Escalations

View solution in original post

Highlighted
Canine II

Re: Seeing Financials from schedule

Jump to solution

Yes, this is exactly where I was referring to.  Will be sure to watch for the updates! Thank you!

0 Kudos
Reply
Highlighted
Premolar III

Re: Seeing Financials from schedule

Jump to solution

We are on the cloud and have never been able to see that. Where was it? Thx

0 Kudos
Reply
Highlighted
Moderator
Moderator

Re: Seeing Financials from schedule

Jump to solution

Good day Paula ( @paularyfa ),

The function in question is only visible when accessing a patient's appointment info a particular way:

1.  Open the Scheduling function and bring up a specific day. 

2.  Right click an existing appointment on the schedule day and select "Show Appointment Information". 

3.  Click the icon in the upper right hand corner (highlighted in red in the screenshot) to display the information. 

Since your practice is still on version 15.1.1.4  the function will not work correctly at this time.  However, as I mentioned, we are rolling out Cloud updates to all offices as time allows and so your practice will be one of those that is updated soon.  The usual notification will be sent to all workstations in your practice via a pop-up message that the update is being scheduled for that evening. 

Regards,

Phil Carter / OrthoTrac Escalations

 

Highlighted
Premolar III

Re: Seeing Financials from schedule

Jump to solution
Thx!!
0 Kudos
Reply