Performing Financial Functions > Understanding Financial Functions > Using Financial Functions Windows
You can use shortcuts in several of the Financial Functions windows to save time and keep from having to exit the window. The following is a list of shortcuts:
Using the Enter KeyUsing the Enter Key
Press the Enter key to move from field to field.
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.
Press Ctrl+S to post/save charges or payments.
Posting Charges/Payments of Family MembersPosting 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 the Numeric KeypadForward Slash on the Numeric 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, typing 10/ on the numeric keypad is the same as entering 10%.
The following table lists the keyboard shortcuts you can use.
Keyboard Shortcuts
Function |
Key Description |
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 |