Using the Patient Chart > Using Patient Tracking

Configuring Patient Tracking

If you are running version 11.0.1 of the software or higher and you are using Microsoft Outlook versions 2003, 2007, or 2010 (32 bit only), you can use the Patient Tracking feature to track the e-mails you send to patients, responsible parties, and outside doctors.

To set up the software to track e-mails:

1. Using the workstation from which the e-mails were sent, click Start > Run. The Run window is displayed.

2. Type U:\OMS-SPEC\Outlook Tracking Add-in\Setup.exe in the Open field, and click OK. The OrthoTrac Patient Tracking Add-In Setup window is displayed.  

3. Click Install. The OrthoTrac Patient Tracking Add-In Setup Wizard is displayed.

4. Click Next. The Select Installation Folder window is displayed.

5. Click Next. The Confirm Installation window is displayed.

6. Click Next. The Installation Complete window is displayed.

7. Click Close, and then open OrthoTrac.

8. Open a patient in the patient chart, and click the Patient Tracking icon.

9. Click Options. The Patient Tracking Options window is displayed.

10. Select Scanned Documents, and click OK.  

Related Topics

Using Patient Tracking

Enabling the Document Storage Feature

Saving Documents with the Document Storage Feature

Archiving E-Mail in Patient Tracking

Enabling Patient Tracking for Questionnaires

Working with the Patient Tracking Record

Patient History

Tracking Recall History

Additional Function Buttons

Viewing Archived Documents