Using the OrthoTrac Charting Module > Using the Treatment Card
The charting module menu bar contains four options: File, Edit, View, and Patient Chart.
The table below shows the options available from the menu bar.
Charting Module Menu Bar Options
Menu Bar Option |
Menu Option |
Description |
File |
Print Bracket Tray Cover |
Prints a single page of information about a patient for use by chairside staff. |
Print OH Report Card |
Prints the oral hygiene report card, which displays a graph of dates, scores, and descriptions based on the oral hygiene codes defined in Charting Maintenance. This report displays the same oral hygiene chart shown in the patient’s chart, and also lists the oral hygiene scores and descriptions from the most recent date to the oldest date. If no oral hygiene history is present for the current patient, the software displays a message indicating that the report card cannot be printed. This option is also available from the OrthoTrac Point-of-Care module. |
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Print Tooth Chart |
Prints the tooth chart for the patient, including elastic placement, band/bracket history, and treatment notes. When printing the tooth chart, you can accept the default print settings and include elastics, combo box information, and extraction instructions, or you can deselect one or both of these options. |
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Print Tx History |
Prints the Patient Treatment History report for this patient, including treatment entries and comments, medical alerts, patient events, elastics, upper arch, lower arch, appliances, cooperation, futures, treatment plan, promises, and next visit.
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Print Tx Plan |
Patient Copy — Prints a patient copy of the treatment plan. Office Copy — Prints an office copy of the treatment plan. |
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Print Setup |
Enables you to select a different printer and printer options. |
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Exit |
Closes the charting module and gives you the option to save your changes. |
|
Edit |
Edit Today’s Treatment |
Opens the Edit Today’s Treatment Card Entries window, where you can make changes to today’s treatment information. |
Search Tx Card History |
Opens the Search Tx Card window, which enables you to search the patient’s treatment history by procedure or date. |
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Insert Date F5 |
Displays today's date at the insertion point on the Notes tab. |
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Insert Date/Time F6 |
Displays today's date and the time at the insertion point on the Notes tab. |
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Insert Staff Name F7 |
Displays the name of the staff member at the insertion point on the Notes tab. |
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Insert Staff Name/Date F8 |
Displays the staff member's name and today's date at the insertion point on the Notes tab. |
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View |
All Tx History |
Displays all of the patient’s treatment history. |
Only Tx Comments |
Displays only the patient’s treatment comments. |
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Futures |
Ascending Date Order — Enables you to view Futures messages in ascending date order. |
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Descending Date Order — Enables you to view Futures messages in descending date order. |
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Customize Display |
Detach Selected Tab — Enables you to detach the selected tab, giving you the ability to view several tabs at one time, drag the tab to an additional monitor, and so on. |
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Detach Lightbar — Enables you to detach the lightbar and drag it to a new position on the screen. |
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Save Current View — Saves your custom tab display. |
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Restore Saved View — Returns your custom view to its original condition, if you changed it. |
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Restore System Default View — Returns the treatment card to its original view with all tabs together. |
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Patient Chart |
Patient Checkout |
Begins the patient checkout process. |
Patient Information |
Opens the Patient Information window. |
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Schedule Appointment |
Opens the Scheduled Appointments window. |
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Financial Functions |
Opens the Financial Functions menu, which enables you to access the patient’s financial chart. |
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Claim Processing |
Opens the Claims window, where you can submit an insurance claim. |
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Word Processing |
Opens the Word Processing menu, enabling you to perform word processing tasks and execute communications questionnaires for this patient. |
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Snapshot |
Opens the Snapshot window, if you purchased this additional module. |
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Patient Tracking |
Opens the Patient Tracking section for the selected patient. |
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Database Fields |
Opens the Database Fields window for the selected patient. |
Using the Patient Insight Panel