Performing Financial Functions

Using the Zuelke Automated Credit Coach Integration

Practices within the United States can use the Zuelke Automated Credit Coach (ZACC) to obtain a credit rating and payment options for individuals with addresses located in the United States. This information is stored in OrthoTrac.

• To use this service, you must sign up with OrthoBANC. There is a charge for each use.

To obtain credit information using the ZACC integration:

1. Select Functions > Patient Chart > Financial Functions from the menu bar. The OrthoTrac Patient Lookup window is displayed.

2. Select an individual and click OK. The Financial Functions window is displayed.

3. Select Functions > Zuelke Automated Credit Coach. The Zuelke Automated Credit Coach window is displayed.

4. To store the information, click Save.

5. To store the information and view a credit grade, click Save & Grade. The Zuelke Automated Credit Coach window is displayed.

 

Related Topics

Configuring the Zuelke Automated Credit Coach Integration

Understanding Financial Functions

Using the Financial Functions -- Charges and Payments Window

Using the Financial Functions -- Adjustments Window

Viewing the Ledger

Setting Up Contracts and Payment Plans

Working with Promises/Collections

Using Auto Payments

Using the Claims Button

Using Financial Functions Reports

Accessing CareCredit

Using the QuickBooks Software Integration