Configuring OrthoTrac

Configuring OrthoTrac -- Understanding Terminology and Concepts

Familiarize yourself with the following terms and concepts you encounter when configuring OrthoTrac:

• Standard

  A schedule template for a certain type of day, showing blocks of time and different chairs. Standards show the types of available appointments on a specific day and time; for example: winter hours, summer hours, half day, and so on.

• Financial Monitor

  A customized report that tracks financial data or procedure information for your office.

• Office Expert

  A management tool that generates a report of items that might need your attention.

  It displays a list of tasks and provides access to the tools you need to complete each task.

• Patient Flow

  A patient monitoring system that tracks the location of patients in your office, from the Lobby, to the In Deck, to the Operatory, and so on. A light bar enables the staff to locate the doctor in the office and to call the doctor when a patient is waiting, when there is an emergency, and so on.

• Dr. Time

  A scheduling option that helps maximize the efficiency of your scheduling by tracking the actual number of minutes the doctor spends with a patient for each unit of chair time scheduled.

Related Topics

Configuring OrthoTrac

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