Use the following shortcuts when working in the Financial Functions windows to help you save time and keep from having to exit a window:
Using the Enter Key — Press the Enter key to move from field to field or to take action; for example, posting charges or selecting OK.
Ctrl+O — Use this shortcut when posting payments for multiple patients. After posting a payment, press Ctrl+O to display the OrthoTrac Patient Lookup window to select the name of the next patient. You can also use this shortcut when you want to view the same window for a different patient.
Ctrl+S — Press Ctrl+S to post/save charges or payments and remain on the same window.
Posting Charges/Payments of Family Members — If family members are properly linked, you can post charges or payments for members of the same family without closing the window. After posting a charge or payment for one family member, click the drop-down list in the Patient field to select a different family member and post another charge or payment.
Forward Slash on Number Keypad — If you are using the numeric keypad to post charges and payments, the forward slash key functions as a percent sign. When entering discounts or splitting amounts, entering 10/ from the numeric keypad is the same as entering 10%.
Hot Keys (Alt + Underlined
Letter) — Hot keys work the same way in the Financial Functions
windows as they do in other areas of the software. On windows with
field names or function buttons with underlined letters, pressing
Alt and the underlined letter puts the cursor in a particular
field or opens a particular function window.
Example: On the Financial Functions — Charges and Payments window,
press Alt+U to access the Functions menu, if you cannot
remember the Ctrl+ shortcuts.
The following table shows the keyboard shortcuts you can use.
Keyboard Shortcuts to Financial Functions
Function |
Key Combination |
Charges |
Ctrl+G |
Payments |
Ctrl+P |
View Totals By Resp. Party |
Ctrl+N |
View Totals By Patient |
Ctrl+T |
View Ledger By Resp. Party |
Ctrl+E |
View Ledger By Patient |
Ctrl+L |
View Ledger By Single Account |
Ctrl+B |
Set Up Contract |
Ctrl+C |
Set Up Payment Plan |
Ctrl+Y |
Set Up Visit Charge |
Ctrl+V |
Set Up Monthly Fee |
Ctrl+M |
Promises |
Ctrl+R |
Auto Bank Drafts |
Ctrl+A |
Credit Card Drafts |
Ctrl+D |
Post-Dated Checks |
Ctrl+H |
Claims |
Ctrl+I |