Update Ortho Plan Fees

By March 27, 2019Best Practices

Ortho Plan Fees 

Found in the Transaction Module under the Month End Tasks icon, the Ortho Plan Fees options will find all Active Ortho Plans with outstanding Fees or Payments and post them on the system.

If the Ortho Plan settings are set to Automatically Print Claim and Receipt, claim forms for covered fees and receipts for any payments will print out.   All charges and payments will be in tonight’s Day End reports and Trial Bank Deposit, regardless of the dates entered.