Understanding OrthoTrac > Accessing Records
Some lookup windows contain option buttons that enable you to search for related types of information from the same window.
Search by patient name or by responsible partySearch by patient name or by responsible party
The OrthoTrac Patient Lookup window contains Patient and Responsible option buttons. Clicking the Patient button enables you to search by patient name, while selecting the Responsible button enables you to search by responsible party.
Search by carrier name or by employer nameSearch by carrier name or by employer name
The OrthoTrac Carrier Lookup window contains Carriers and Employers option buttons. Clicking the Carriers button enables you to search by insurance carrier name, while selecting the Employers button enables you to search by employer.
Search for active or terminated employees, or bothSearch for active or terminated employees, or both
The OrthoTrac Staff Lookup window contains Active and Terminated options. Selecting Active enables you to search for active employees, while selecting Terminated enables you to search for employees no longer in the practice. It is possible to select both options, enabling you to search from a list containing both active and terminated employees.
Searching with Lookup Window Buttons