Live Training: OrthoTrac Payment Manager 101

Join us for a live, hands-on training session covering the core payment functionality you need to confidently use Payment Manager in OrthoTrac.

• Adding a payment (manual entry & card swipe)
• Voiding a payment
• Processing full and partial refunds
• Applying surcharges
• Running daily payment reports and batching
• Sending text/email payment requests
• Setting up Autopayments with Payment Plans/Contracts
• Processing Contract/Payment Plan Autopayments
• Reviewing Payment Plan/Contract reports

Whether you're new to Payment Manager or looking to sharpen your skills, this session will give you the confidence to manage payments efficiently in your daily workflow. Bring your questions — this is a live, interactive session!