Working with Reports > Creating Financial Reports > Generating and Printing Statements

Correcting Errors After Generating Statements

Ideally, you should correct all errors before you generate statements.

If you do receive errors after generating statements to correct the accounts.

1. Use the OrthoTrac Patient Lookup window to search for the responsible party name and open the patient chart.

2. In the Patient Information window, double-click the responsible party name and correct the missing or erroneous data. Click OK to close the window. The account is no longer displayed in the list of generated statements.

3. To generate a statement for the corrected account, open the patient’s Financial Functions window and click Reports > Statements, or select Reports > Financial > Statements > Individual Statement from the main menu.

Related Topics

Generating and Printing Statements

Statement Exception Report

Generate Statements

Print/View Statements

Viewing/Printing Generated Statements

Generating an Individual Statement

Multiple Office Examples