Print an Itemized Receipt

Sometimes you want to print a receipt for a patient that only shows specific transactions. This is easy to do in Tops Ortho!

  1. Open the patient's chart; go to View > Patient Info or press Command I.
  2. Click on the Contracts/Ledgers tab.
  3. Open the ledger dropdown menu and select your desired ledger. Typically this will be the Copayment Ledger.
  4. To print specific transactions and omit others, press and hold down the Command key. Select your desired transactions.
In our example above, the responsible party wants a receipt that shows only payments made.
  1. Click the printer icon on the top right of the ledger window.
  2. From the Print using form: dropdown menu, select Ledger Listing: Selected Transactions.

  1. Click Print in the next window that comes up.
  2. In the following window, open the PDF dropdown menu. From there, you can view or save the document as a PDF for emailing or printing.

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