Using Additional Modules, Products, and Services > Additional Modules > Using the Zuelke Financial Module > Using the Functions Menu

Accessing Delinquency Control in the Zuelke Financial Module

Use Delinquency Control to view and manage collection activity by patient or by insurance carrier.

To access the Delinquency Control options:

1. From the Functions menu, select Delinquency Control. The Collections Activity window is displayed.

2. You can select Functions > Zuelke Delinquency Control to access this window from the main OrthoTrac menu.

2. The Patient tab includes the following fields:

3. Patients Accounts with Balance Due betweenPatients Accounts with Balance Due between

   Select this option to display patient accounts with past due balances between the values you select from 1 to 30 days.

4. Include Accounts 30, 60 and 90 days overdueInclude Accounts 30, 60 and 90 days overdue

   Select this option to display patient accounts that are 30, 60, and 90 days overdue.

5. Patient Accounts with Promise DuePatient Accounts with Promise Due

   Select this option to configure the following information to display:

   • Due As of YesterdayDue As of YesterdaySelect this option to display promises that were due yesterday but were not paid.

   • Promises Due Today and EarlierPromises Due Today and EarlierSelect this option to display promises that were due today and earlier.

   • Promises Due for Date RangePromises Due for Date RangeSelect this option to display promises due within a date range you designate.

6. Include Accounts Where Amount Due is equal to the Amount PromisedInclude Accounts Where Amount Due is equal to the Amount Promised

   Select this option to display patient accounts where the Amount Due matches the Amount Promised.

3. The Insurance tab includes the following fields:

4. Insurance Accounts with Balance DueInsurance Accounts with Balance Due

   Select this option to display insurance accounts with past due balances between the values you select from 1 to 30 days.

    

5. Include Accounts 30, 60 and 90 days overdueInclude Accounts 30, 60 and 90 days overdue

   Select this option to display insurance accounts that are 30, 60, and 90 days overdue.

6. Insurance Accounts with Promise DueInsurance Accounts with Promise Due

   Select this option to configure the following information to display:

   • Due As of YesterdayDue As of YesterdaySelect this option to display promises that were due yesterday but were not paid.

   • Promises Due Today and EarlierPromises Due Today and EarlierSelect this option to display promises that were due today and earlier.

   • Promises Due for Date RangePromises Due for Date RangeSelect this option to display promises due within a date range you designate.

7. Include Accounts Where Amount Due is equal to the Amount PromisedInclude Accounts Where Amount Due is equal to the Amount Promised

   Select this option to display insurance accounts where the Amount Due matches the Amount Promised.

    

8. You can select the Save as Defaults option to retain these settings.

4. Click OK to generate the information. The Collections Activity window is displayed.

5. Click Close to close the patient collection activity screen.

6. Select one of the following reports:

7. Collections report

8. Open Promise report

9. Paid Promise report

10. Changed Promise report

11. Deleted Promise report

• You can print, preview, or export reports.

Related Topics

Using the Functions Menu

Generating Statements Using the Zuelke Financial Module

Accessing Roll Options in the Zuelke Financial Module