Using the OrthoTrac Collections Module > Creating Collections Activity Reports
The Open Promises report prints a list of promises that have not yet been paid and the amount of expected payment for all patients/responsible parties in the collections module. You can run the report for all dates or specific dates, and you can sort the report by name or date.
To run the Open Promises report:
In the Collections Activity window, select Reports from the menu bar. The Collections Activity Reports menu is displayed. Select Open Promises Report. The Open Promises window is displayed.
In the Dates section, select whether you want to run the report for all dates or enter specific dates.
In the Sort by: section, select whether you want to sort the report by name or date.
Click OK. The Open Promises Print Options window is displayed.
Select to print, preview, or export the report and click OK.