Home ribbon bar > Auto Receipts.
Use Auto-Receipts to assure that your patient financial obligations are taken care of regularly and automatically.
Watch video tutorial. (Windows Media Player, an active Internet connection, and a valid Ortho2 customer login are required to run video tutorials, webinars, and training programs.)
Create auto receipt agreements - Set up Auto Receipt agreements to facilitate collecting regular payments from your responsible parties. See "Set Up Auto-Receipts" for details.
Home ribbon bar > Auto Receipts.
Review list - Review the payments that are waiting to be posted.
Credit card security - For security reasons, complete credit card information does not appear on this screen.
View payments for specific orthodontist / office - Click the
View payments for a specific payment account - Click the Account field to view the pending payments for a specific payment account. Or, select to review transactions for All accounts. See "Set Up Payment Accounts" for details.
Sort payments - Click the Sort by field, and select how you would like to sort the pending payment records. Choose from the Amount, which sorts by the payment amounts; Balance, which sorts by the contract account balances; Billing name, which sorts the records alphabetically by billing name; Date, which sorts by the scheduled payment date; Expiration, which sorts by the credit or debit card expiration date, Patient Full Nameor Patient Last Name, which sort the records alphabetically by patient name, or; Status, which sorts the records alphabetically by the patient's status.
Filter - Click the Filter field, and select to view a sub-set of pending auto-receipts, such as including only accounts that are thirty or more days past due,
Search for payment - Type any portion of the patient or responsible party name in the search text box to locate a specific payment.
Post auto receipts - Select the transactions to work with. You can then print a list of the selected payments, and post the receipts.
Select the transactions to post - Click the box beside a transaction to select/de-select it, or click Select All or Select None to select/de-select all transactions. Notice the total amount of money due from the selected transactions appears at the bottom of the grid.
Print pending transactions - Click Print to run the Auto Receipts Review report directly from this window. See "Auto Receipts Review " for details.
Post tranasctions - Click Post to credit the appropriate contracts with payments.
Print Auto Receipt Review report - Run an Auto Receipts
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