OrthoBanc Transactions Report
Run the OrthoBanc Transactions report to obtain a list of payments collected via OrthoBanc for any range of dates or Transaction reports. The report includes the patient name, ID. NO, responsible party name, and payment amount.
Run This Report
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Open the Report - ViewPoint main menu > Practice Reports > Financial > OrthoBanc Transactions. -
First / Last Report Dates or Numbers - Enter the first and last transaction dates to include, or specify a range of Transaction report numbers to include. You can type a date in the field, click the up / down buttons to advance the current field, or use the drop down button to select a date from a calendar. In addition, you can click the [ T ] button to select today, the [+W] button to advance the date by one week, or the [+M] button to advance one month. Also, pressing Shift or Control while you click one of the date buttons takes you backwards one week or one month instead.The date appears just under the report title; if you select a date that is not today, this date will be different from the run date that appears in the report header.
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Output Options - After selecting the report settings, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.
More Information
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
