Configuring OrthoTrac

Before using OrthoTrac, you must set up certain information. Correctly entering your data and preferences ensures that the software performs properly.

Set up the following types of information for your office:

• Carriers

• Charting

• Database Fields

• Daysheet Setup

• Employers

• eServices Setup

• Form Editor

• Insurance Claim Options

• Office Expert Setup

• Other Referral Sources

• Outside Doctors

• Patient Flow Options

• Procedure Codes

• Schedule

• ScreenPlay Integration

• Security

• Staff

• Statement Options

• System Maintenance

• Ticket Messages

• Timeclock

• Treatment Plan

• Unlock Financial Roll

• Unlock Locked Out Users

• Environment Options Menu

• Default Printers

For more information, see the OrthoTrac Configuration Guide.

Related Topics

Configuring OrthoTrac -- Terminology and Concepts

Setting Up Carriers

Setting Up the OrthoTrac Charting Module

Setting Up Database Fields

Setting Up the Daysheet

Setting Up Employers

Using the eServices Setup Window

Using the Form Editor

Setting Up Insurance Claim Options

Setting Up Office Expert

Setting Up Other Referral Sources

Setting Up Outside Doctors

Setting Up OrthoTrac Patient Flow Module Options

Setting Up Procedures

Setting Up the Schedule

Setting Up Security

Setting Up the Staff

Setting Up Statement Options

Using System Maintenance

Setting Up Ticket Messages

Setting Up the Timeclock

Setting Up Treatment Plan

Unlock Financial Roll

Unlock Locked Out Users

Using the Options Menu

Specifying Default Printers

Using the Standard Print Dialog Box