Creating Financial Reports

The financial reports in OrthoTrac enable you to keep track of your practice’s financial data.

Click here to view the available financial reports.

To create a financial report:

  1. From the main menu, select Reports > Financial and one of the report options.

  2. Depending on the report option you select, an interim window is displayed, enabling you to select specific criteria you want to include in the report. Click Print. The Print Options window for that report type is displayed.

  3. On the Print Options window, select Print Report, Preview Report, or Export Contents.

  4. Click OK.

 

Related Topics

Financial Reports

Balancing Worksheet

Revenue Projection

Printing Coupon Books

Creating Accounts Receivable Reports

Creating Auto Payment Reports

Posting Auto Payments

Printing Auto Payment Receipts

Generating and Printing Statements

Processing the Daysheet

Printing and Closing the Daysheet

Multi-Month Daysheet

Settling Credit Card Authorizations

Printing Monthly Daysheet Reports

Running the Financial Roll