What's New

Financial Enhancements

Electronic Services

The following enhancements are now available in OrthoTrac:

• One-time ACH (Automated Clearing House) processing

  You can now enter the routing number and account number to process a one-time ACH payment. See Setting Up the ACH Service and Enabling Auto Payment Processing for more information.

• Integrated online payments

  Practices using TransFirst for payment processing can verify payments that are posted online. You can download the payment batch file and post the payments automatically to OrthoTrac. For additional information, see Configuring Online Payments and Processing Online Payments.

• Support for HTML reports

  The software automatically detects the format of electronic claims transaction reports. You can view and print both text and HTML reports. For more information, see Electronic Claims Maintenance.

• Transmit claims any time

  Practices can now transmit claims at any time with OrthoTrac electronic services. You can transfer multiple batches in a day even if your practice spans multiple locations. For more information, see  Sending and Receiving Electronic Claim Data.

• Receive reports any time

  Practices can now retrieve reports at any time with OrthoTrac electronic services. You can also obtain reports for multiple locations. For more information, see  Sending and Receiving Electronic Claim Data.

• Automatically download electronic claims reports

  You can configure the software to automatically download reports after completing an electronic claims transmission. For more information, see Downloading Electronic Claims Reports Automatically.

• Resubmit paper pre-authorizations electronically

  Practices using the OrthoTrac electronic services can configure the software to prompt them to send a pre-authorization electronically that was previously submitted on paper if the responsible party's insurance now accepts electronic pre-authorizations. For more information, see Using Electronic Pre-Authorizations.

• Resubmit paper claims electronically

  Practices within the United States that use the OrthoTrac electronic services can submit insurance claims electronically that were previously submitted on paper. For more information, see Updating Paper Claims for Electronic Submission.

• Convert automatic payments to online processing

  Practices using the OrthoTrac electronic services can use the electronic credit card service option to process automatic payments online. For more information, see Converting Credit Card Auto Payments for Online Processing.

• Notifications for online payment processing

  Practices using the OrthoTrac electronic services can configure the software to display a message when outstanding auto payments are not set up for electronic processing. For more information, see Configuring Alerts for Electronic Processing.

Other Financial Enhancements

The following enhancements are now available in OrthoTrac:

• Integrated credit ratings with Zuelke Automated Credit Coach

  Practices within the United States can use the Zuelke Automated Credit Coach (ZACC) to obtain a credit rating and payment options for patients. To use this service, you must sign up with OrthoBANC. There is a charge for each use. For more information, see Using the Zuelke Automated Credit Coach Integration and Configuring the Zuelke Automated Credit Coach Integration.

• Run the financial roll automatically

  Practices can now configure the Microsoft Windows operating system to run the financial roll as a recurring scheduled task. For more information, see Automating the Financial Roll.