Configuring OrthoTrac > Setting Up Statement Options

Stub Tab

To access the Stub tab:

1. Select Functions > Maintenance/Set-up > Statement Options from the menu bar.

2. In the Statement Options window, click the Stub tab.

If your office uses paper statements, select from the following options:

• Include Patient Name, Number and Amount Due

  Select this option to print all patient names, account numbers, and the amount due in the lower return portion of the statement, making posting payments easier.

• Include Address at Bottom

  Select this option to print the office mailing address in the lower return portion of the statement, for use with window envelopes.

• Include Credit Card Information

  Select this option to print a credit card number and signature section on the payment stub of the statement.

  If you select Include Credit Card Information, the fields containing credit card names become active. The only credit cards that should display are cards your office accepts. To remove or change the credit card names, select the card name and press the Delete key or type in the name of another accepted credit card.

   

• Make checks Payable To:

  Select this option to print a Make Checks Payable To: line on the statement.

  If you select this option, the field below it becomes active. Click the field and type the name to which payments should be made.

• Print Doctor Data

  Select this option to print the doctor’s information on the statement.

• Print OCR Data

  Select this option to use Optical Character Recognition (OCR) fonts. Type the font information in the field.

If your office uses automated statements, select from the following options:

• Include Patient Name, Number and Amount Due

  Select this option to print all patient names, account numbers, and the amount due in the lower return portion of the statement, making posting payments easier.

• Include Address at Bottom

  Select this option to print the office mailing address in the lower return portion of the statement, for use with window envelopes.

• Include Credit Card Information

  Select this option to print credit card options on automated statements.

  • When selecting payment types such as Visa, MasterCard, Discover, and American Express, some options must be activated in tandem. For example, if you select MasterCard, you must also select Visa.

• Print Doctor Data

  Select this option to print the doctor’s information on the statement.

• Print OCR Data

  Select this option to use Optical Character Recognition (OCR) fonts. Type the font information in the field.

3. Click OK.

Related Topics

Giro

OrthoTrac Automated Statements Service

Transmitting Statements with Carestream Dental