Using the Financial Functions -- Charges and Payments Window

The Financial Functions — Charges and Payments window is where you post procedures and payments. You can access this window from several areas in the software, including the main menu, the menu bar, and the patient chart.

If you are working in another financial window, click the Charges and Payments button. The Financial Functions — Charges and Payments window is displayed.

Clicking the Financial Functions button from inside a patient chart takes you directly to the Financial Functions — Charges and Payments window.

To access the Financial Functions — Charges and Payments window:

Click the Financial Functions button in the patient chart OR select Functions > Financial Functions > Charges or Functions > Financial > Payments. The OrthoTrac Patient Lookup window is displayed.
Select a patient and click OK. The Financial Functions — Charges and Payments window is displayed.