Configuring OrthoTrac > Using System Maintenance > Patient Add Options

Set Up Add Defaults

Use the Set Up Add Defaults feature to set the defaults for the Patient Add window. These settings can save you time when adding patient information.

To select the defaults for the Patient Add window:

1. Select Functions > Maintenance/Set-up > System Maintenance from the menu bar.

2. In the System Maintenance window, select the Patient Add Options option button.

3. In the Patient Add Options window, select the Set Up Add Defaults option button. The Patient Add Defaults window is displayed.

4. In the Default Values for Selected Patient Fields section, use the drop-down lists in the Status, Type, Race, and Language fields to select the option you want the fields to default to in the Patient Add window.

5. Even though you have selected a particular default for these fields, you can change your selection in the Patient Add window.

5. In the Add Option to use in section, select the option button next to the option you want to default to when using the Patient Add window. There are separate options for use with the Conversion mode or when creating a new patient chart. Click here for the available options.

   • No Default — Sets tab stops at each field.

   • Partial — Uses the tab stops set up with the Partial Add Maintenance window. See Set Up Partial Add.

   • Full — Uses the tab stops set up with the Full Add Maintenance window. See Set Up Full Add.

6. Click OK to save your changes, or click Cancel to close the window without saving.

Related Topics

Patient Add Options

Set Up Partial Add

Set Up Full Add

Set Up Quick Add

Patient Numbering