Let's explore the Ortho Control Center, a comprehensive dashboard for managing ortho patients and imperative details about their accounts.
| Note: An Ortho Case is NOT a determining factor for a patient to show on this list. This list only shows patients with the patient type of Ortho. |
Take a look at this tutorial for a quick walkthrough.
Let's get started.
- Navigate to the System Menu > select Ortho Plans > click on the Ortho Control Center tab.
- Observe the details displayed:
- Patient Name
- Patient Outstanding Amount
- Last Payment Date
- Days since Last Payment
- Last and next appointment date
- Days to next Appointment
- Last Statement Date.
| Note: Utilize the available drop-down menus which offer various range options to tailor the information displayed to your needs. This grid helps track orthodontic cases and ensures patient payments are up-to-date. |
- You have the Generate Codes option at the top identical to the one in the Ortho Payment Plans grid.
Click on Generate Codes to generate codes for today's date or any previous date that remains incomplete.
| Note: Ortho schedules typically consist of multiple ortho codes, consisting of periodic ortho codes, to track production, collections, and aging over time in an amortized manner, rather than applying the full value on day one. This accounts for cases paid in installments by both insurance and occasionally the patient. |
- For quick access to a patient's case, click on the Patient's name.
- Use the Quick Links to navigate to Patient's Overview, Ledger, Treatment, Chart, etc.
Once inside a patient's record:
- Navigate to Billing > click on Ortho Cases to delve further into their specific Ortho case details.
Follow this step along with the GIF.
Follow this simple guide for a quick know how of the Ortho Control Center.