Managing Patient Accounts > Using Ortho Contracts
You can print the following documents for your ortho contract patients:
Truth in Lending
School Excuse
These documents reside in the DataTrac exchange pack, which you must install from your PWORKS directory.
First, check to see if this exchange pack has already been installed. From the Experts menu, select Automation Expert > Responses > Documents. The Document Pick List is displayed. Scan the list for the Truth in Lending and School Excuse documents.
If the Truth in Lending and School Excuse documents are not in the list:
Close the Document Pick List.
From the Windows Start menu, select Run. The Run window is displayed.
In the Open field, type the following path: C:\PWORKS\DataTrac.eep
Click OK. The Expert Exchange installation window is displayed.
Ensure that the Install to Tutorial Database option is selected, and then click Install. The documents are installed to the Document Pick List.
Always install an exchange pack to the tutorial database first, so you can become familiar with it before installing it to the regular default database.
Using the Ortho Contracts Feature