Using the Patient Chart > Using Patient Tracking
Before using the document storage feature:
Ensure that CS orthodontic imaging software, version 8.0.5 or higher, is loaded on your computer.
Select Archive Word Processing Documents in the System Options window. See System Options for more information.
Select Scanned Documents in the Patient Tracking Options window. See Using the Options Button for more information.
Select Display Letter History and Display Scanned Documents in the Charting Maintenance window. See Setting Up the OrthoTrac Charting Module for more information.
You must have the proper security permissions to make changes to these areas of the software.
Saving Documents with the Document Storage Feature
Archiving E-Mail in Patient Tracking
Enabling Patient Tracking for Questionnaires