Using the Patient Chart > Using the Patient Information Window > Using the Ranking Panel

Adding Responsible Parties and Linking Relatives

To add additional responsible parties to a patient chart, update an existing patient record to indicate that the patient is the responsible party, link family members, or add family members for reference/reporting purposes, click the Add Family Member link.

Adding a Responsible Party

To add a responsible party:

1. In the patient chart, click the Patient Information icon. The Patient Information window is displayed.

2. Click Add Family Member. The Add Family window is displayed.

3. Select Responsible Party and click OK. The OrthoTrac Responsible Party Lookup window is displayed.

4. Search the list for the name you want to add and click OK.

OR

If the name is not in the list, click Add New. The Add Responsible Party window is displayed.

5. Complete the information in the window. You must enter the responsible party’s first and last name and gender. Click OK. The Responsible Party Information window is displayed.

6. You can complete additional fields on this window (Risk Code, Late Chg, Discount) if your office uses these features.

• If your office uses Carestream Dental as a clearinghouse for automated statements, you can select Mail or Online as statement delivery options. To use the Online option, a valid e-mail address must be present for the responsible party, and your practice must be configured to use automated statements. For more information, see OrthoTrac Automated Statements Service.

You must select the Relationship for this family member. (The Financially Resp field defaults to No, as long as one responsible party is already financially responsible.)

If you need to add additional insurance companies to a patient chart or need to rank insurance companies, select the company or <Rank Ins. Co.> from the Carrier field.

Use the buttons at the bottom of the window to enter specific information for this responsible party.

7. Click OK to save your changes and close the window.

Adding a Relative

To add a relative:

1. From the patient chart, click the Patient Information icon. The Patient Information window is displayed.

2. Click Add Family Member. The Add Family window is displayed.

3. Select Relative and click OK. The OrthoTrac Relative Lookup window is displayed.

4. Search the list for the name you want to add and click OK.

OR

If the name is not in the list, click Add New. The Add Relative window is displayed.

5. Complete the information in the window. You must enter the relative’s first and last name and gender. Click OK. The View/Change Relative window is displayed.

6. Use the drop-down list in the Relationship field to select the relationship for this relative.

7. Click OK.

Updating an Existing Patient as the Responsible Party

To indicate that an existing patient is now the responsible party for an account:

1. From the patient chart, click the Patient Information icon. The Patient Information window is displayed.

2. Click Add Family Member. The Add Family window is displayed.

3. Select Patient is Responsible Party and click OK. The Add Responsible Party window is displayed with the existing contact information for the patient.

4. Confirm the details and click OK. The Responsible Party Information window is displayed.

5. Click OK.

Related Topics

Ranking Responsible Parties

Removing Responsible Parties or Relatives

Viewing/Editing Responsible Party or Relative Information