Using the OrthoTrac Collections Module

OrthoTrac Collections Module -- Terminology and Concepts

Familiarize yourself with the following terms and concepts you encounter when using the collections module:

• Promise

  The reason a responsible party has not made a payment, and the date the responsible party promised to make the payment.

• Open Promise

  A promise that has not been met.

• Paid Promise

  A promise that has been paid.

• Changed Promise

  An existing promise that was changed.

• Deleted Promise

  A promise that has been deleted but which can still be viewed. A deleted promise cannot be changed or paid.

Related Topics

Using the OrthoTrac Collections Module

Selecting Accounts

Adding a Promise

Changing and Removing Promises

Creating Collections Activity Reports

Applying Payments to Promises