Configuring OrthoTrac > Setting Up Statement Options
To access the General tab:
Select Functions > Maintenance/Set-up > Statement Options from the menu bar.
On the General tab, select from the following options:
Select one of these formats:
Aging Statement Format — Statements using this format are printed after accounts have been rolled. Information printed on an Aging Statement includes the combined Account Balance, Estimated Insurance (if included in options), Patient Portion, Due This Month, and aged amounts (Over 30 days, Over 60 days, Over 90 days). This is the default selection.
Due As Of Statement Format — Statements using this format are printed before accounts are rolled and include the contract charges for the next month. Information printed on a Due As Of statement includes the combined Account Balance, Estimated Insurance (if included in options), Patient Portion, Amount Due Now, Next Payment(s), and Amount Due On.
Include Account Due DayInclude Account Due Day
Select this option to print the account due day at the top of the statement and on the payment stub of an Aging Statement.
Default Sort OrderDefault Sort Order
Select one of these formats:
Alphabetical — Statements are sorted alphabetically. This is the default selection.
Zip Code Order — Statements are sorted by zip code.
Write “Statement Generated” in LedgersWrite “Statement Generated” in Ledgers
Select this option to write a comment to the ledger each time a statement is generated. This is the default selection.
Include Totals for Associated Responsible PartiesInclude Totals for Associated Responsible Parties
Select this option if the patient has responsible parties in addition to the one receiving this statement. The balances for other responsible parties will be included as part of each printed amount. Separate amounts will not be printed for each responsible party.
Report Credit Balance as ZeroReport Credit Balance as Zero
Select this option to have $0.00 print in the Amount Due (Aging Statement) or Amount Due Now (Due As Of Statement) box, instead of the actual credit balance. This is the default selection.