Working with Promises/Collections

The OrthoTrac collections module is an additional module that enables you to create and track “promises,” or tickler files, used to keep up with why a responsible party has not paid and when you can expect payment. Each of these promises has a due date, and you can print reports of accounts with balances due, as well as those that have promises due.

If you purchased the collections module, you can access the module by clicking the Collection Activity button on the main menu or the Promises/Collections button in a Financial Functions window.

See Using the OrthoTrac Collections Module for more information.