Using the OrthoTrac Collections Module

The OrthoTrac collections module is an additional module that enables you to stay in control of the Accounts Receivable for your practice. Using the collections module, you can create and track "promises," or tickler files, used to keep up with why a responsible party has not paid and when you can expect payment. Each of these promises has a due date, and you can print reports of accounts with balances due, as well as those that have promises due.

Like the roll, the collections module uses the grace period you set up in System Maintenance. This grace period represents the number of days past the patient's due date that your office allows the patient to pay before you contact them as a past-due account.

Example:

 

For more information on using the Collections Activity window, see Selecting Accounts.

 

Related Topics

OrthoTrac Collections Module -- Terminology and Concepts

Selecting Accounts

Adding a Promise

Changing and Removing Promises

Creating Collections Activity Reports

Applying Payments to Promises