Running the Roll and Generating Statements
You have closed the daysheet and performed a daily backup. Now you are ready to run the roll and generate statements. First, you want to apply contract and late charges to patient accounts and to age the balance.
To run the roll:
On the main menu, select Reports > Financial > Roll > Roll Accounts. A message is displayed, stating that all other workstations must exit the OrthoTrac software and asking if you are sure you want to do this.
Click Yes. A message is displayed, asking if you have done a daily backup.
Click Yes. When all data is prepared for the roll, the Roll Options window is displayed.
In the Roll Functions section, select Apply Contract charges, Apply Late charges, and Age accounts. The Late Charges section is activated.
Select All Amounts Due as the age of accounts to which late charges should be applied.
In the Minimum Dollar Amount field, type the minimum dollar amount.
If you have made changes to the Roll Options window that you will use each time you run the roll, click Apply and OK. The software displays a message, listing the roll functions to be performed and asking if you want to continue.
Click Yes. After the roll has completed, the Roll Report Options window is displayed.
Select the report options you want to print and click OK.
A patient requests a duplicate statement and you want to print the statement without accessing the patient's chart.
To generate an individual statement:
On the main menu, select Reports > Financial > Statements > Individual Statement. The OrthoTrac Software Responsible Party Lookup window is displayed.
Search for the responsible party name and click OK. The Generate a Statement window is displayed.
Select the appropriate office address, if necessary, and click OK. The View Statement window is displayed.
Click Print!
Click Exit!
Generating and Printing Statements
Working with Generated Statements