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karenecalefdmd
Canine III

Contract Reports

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Our practice would like to use the data that is present in contracts to generate a report on all remaining contract amounts, broken down by months.   It would be the inverse of the account receivable report that tells us what is due or past due.  Rather we are interested in a month to month projection of actual amounts remaining under contract.  Is there any possible way to generate this report.  We know the data is there because it creates our roll each month.  But we do not want to "roll" early.  Am I presenting this question clearly enough for you to understand the information we want?

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Re: Contract Reports

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Good day Kathy (karenecalefdmd‌),

I'm afraid that OrthoTrac does not currently have any reports that will produce results exclusively for future A/R.  The Contract Summary report (Reports, Financial, Contract Summary) is probably the closest you can get, but that report will include past/currently due amounts in addition to any future date ranges you specify.  

I am tagging the Orthotrac PLM uriyahrobinson‌  to make sure he is aware of this enhancement request for a future version of OT. 

Regards,

Phil Carter / Orthotrac Escalations

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