Using the OrthoTrac Collections Module > Creating Collections Activity Reports

Changed Promises Report

The Changed Promises report prints a list of all changed promises for all patients/responsible parties in the collections module. You can run the report for all dates or specific dates, and can sort the report by name or date.

To run the Changed Promises report:

1. In the Collections Activity window, select Reports from the menu bar. The Collections Activity Reports menu is displayed. Select Changed Promises Report. The Changed Promises window is displayed.

2. In the Dates section, select whether you want to run the report for all dates or enter specific dates.

3. In the Sort by: section, select whether you want to sort the report by name or date.

4. Click OK.

5. The Changed Promises Print Options window is displayed. Select to print, preview, or export the report and click OK.

Related Topics

Creating Collections Activity Reports

Collections Report

Open Promises Report

Paid Promises Report

Deleted Promises Report