Performing Financial Functions > Using Auto Payments > Editing Auto Payment Records
To remove auto payments by payment type, such as check, credit card, or draft:
From the main menu, select Functions > Financial Functions > Auto Payments. The OrthoTrac Patient Lookup window is displayed.
Select a patient and click OK. The Financial Functions window is displayed.
Select a payment and click Remove All. The Remove Auto Payment window is displayed, asking if you are sure you want to remove all auto payment records for the payment type.
Select one of the following options:
Click Yes to remove all auto payments of the selected type for this patient and responsible party and to add a comment to the ledger listing the total deleted.
Click No to close the Remove Auto Payment window and return to the Financial Functions window.
Inserting an Auto Payment in the Schedule
Adding an Auto Payment to the End of the Schedule
Removing Auto Payments on Zero Balance Accounts