Financials

Patient / Family Ledger

• Layout
• Post Charge
• Post Payment
• Post Family Payment
• Bulk Insurance Payment

Correction Options - Payments

• Edit this Payment
• Correction (Non Credit Card)
• Reverse
• Void / Return (Credit Card Only)

Correction Options - Charges

• Adjust Charge
• Correction
• Reverse
• Edit Treatment (PEDS)

Adjustments

• Transfer Adjustment: Moving money from one ledger to another
• Move Money From Due Now to Future Due or Future Due to Due Now
• Balance Adjustment
• Refund Adjustment
• Transfer Adjustment

Contracts

• Write Off a Contract

Auto Payments

• Error Messages

Setup Items

• OrthoBanc Provider Setup

Financial Reports

• Accounts Receivable Aging by Ins and RP
• Claims Status Report (CHC Only)

Close the Day / Month

• Close the Day - Reload/Printing
• Close the Day - Overview
• Daily Close Reports
• Close the Month - Reload/Printing
• Close the Month - Overview
• Monthly Close Reports

Statement Queue

• Download Statements
• Printing Statements
• Generate Statements
• Send Statements
• Mark as Printed

Stored Payment Methods

• Stored Backup Payments