Before you can generate statements, you must use the Statement Options function to set up the format of your statements and the information printed on them. You can print and mail statements, or you can send statements electronically using the OrthoTrac automated statement service.
To set up statement options:
Click Maintenance/Set-up and select Statement Options, or select Functions > Maintenance/Set-up > Statement Options from the menu bar.
The Statement Options window features several tabs:
If your office has more than one location, you must set up statement options for each location. Use the drop-down list at the top of the window to select another location. If you generate statements for all locations, the system uses the options set for the first location. The office address entered in the System Maintenance window prints as the return address on the statements.