Keywords: Orthobanc, payments report, statement date, Orthobanc payments, report, responsible party, patient ID, collections, financial report
Summary
This article covers how to access and run the Orthobanc Payments Report in Cloud 9. It explains how to filter by statement date and break down results by location or provider, and reviews the information included in the report.
Overview
While the Orthobanc Payments Queue under Financial > Orthobanc Payments allows you to download and review payments, the Orthobanc Payments Report gives you a cleaner, more complete view of all payments within a specified time frame. If you need to review collections for a specific period, the report is the easier way to do it.
Orthobanc runs collections on the same four days each month: the 5th, 12th, 19th, and 26th. The Orthobanc Payments Report allows you to enter one of these statement dates and pull all payments associated with that collection period, along with all the details you need to review them.
Accessing the Report
There are two ways to get to the Orthobanc Payments Report:
- Navigate to Reports, type Orthobanc in the search bar, and select Orthobanc Payments from the results.
- Navigate to Reports, expand all reports, and select Orthobanc Payments from the full list.
Running the Report
Once you have opened the report, complete the following fields:
- Statement Date: Enter the Orthobanc collection date you want to pull payments for. For example, entering 09/05/2026 will pull all payments collected in the September cycle.
- Break By: Choose how you want the results organized. Options are by Location, by Provider, or None for an unbroken list of all payments.
Once your parameters are set, click Preview and the report will load.
What the Report Shows
The report will display payments organized by location or provider. For each payment in the list, the following information is included:
- Responsible Party Name
- Patient Name
- Orthobanc Patient ID
- Orthobanc Responsible Party ID
- Type (this will always show as Orthobanc Payment)
- Location
- Doctor
- Reference Number
- Orthobanc Transaction Date
- Import Date
- Amount
- Orthobanc Balance Remaining
- Subtotal for that patient
This gives you a full picture of everything collected in that cycle without having to dig through the queue.
As always, if you have any further questions, please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.