Posting Mailed-In Checks Efficiently

To post the payments your office receives in the mail:

In any financial function window, press Ctrl+O. The OrthoTrac Patient Lookup window is displayed.
Select the name of the patient whose payment you want to post and click OK.

If the patient name is not indicated on the check, search for the responsible party by either clicking the Responsible option button or pressing Alt+B. Select the responsible party and click OK. The Financial Functions — Charges and Payments window is displayed.

Press Ctrl+P to move the cursor to the Payments section.
The cursor automatically goes to the Payments section for subsequent patients.

Select Mail-in Ck from the drop-down payments list and press Enter.
Type the Reference number and press Enter.
Type the payment amount and press Enter until the Post Transactions button is selected and press Enter or Ctrl+S to save the transaction.
Press Ctrl+O. The OrthoTrac Patient Lookup window is displayed. Select the name of the next patient whose payment you want to post and repeat the above steps.
There is no difference between a Personal Check and a Mail-in Check. Separating payments into categories is helpful when it is time to balance the deposit and enables you to differentiate between payments posted at the front desk and payments posted in the financial office.