Working with Reports > Creating Financial Reports

Printing Auto Payment Receipts

To print batch receipts for all of the auto payments posted:

1. In the main menu, select Reports > Financial > Auto Payment > Auto Payment Receipts. The Auto Payment Receipts window is displayed.

2. To print auto payment receipts, select from the following options.

   • In the Print Options section, select the option you want. The options enable you to print all patients for each responsible party on the same receipt; to include insurance information (carrier name and address) on the receipt; and to print only the unprinted receipts.

   • In the Date Range section, you can choose to print receipts for a specific range of dates that you specify. This option is useful when reprinting receipts for a patient.

   • In the bottom section of the window, you can select an option button to print receipts for all responsible parties or specific ones. If you select Specific Responsible, the OrthoTrac Responsible Party Lookup window is displayed, where you select the specific responsible party for which you want to print a receipt.

3. Click OK.

4. Auto-payment receipts print two per page if space allows (usually 12 payments or less).

Related Topics

Posting Auto Payments