Frequently Asked Questions

The following are frequently asked questions about the OrthoTrac software:

Patient Accounts

• How do I remove a patient from the system?

• How do I add a photo to a patient's chart?

• How do I add a responsible party to a patient?

• How do I adjust a contract or plan?

• How do I set up a payment plan?

Charting

• How do I print a patient's clinical notes?

Treatment Planning

• How do I pin important Treatment Plan notes for quick reference?

• How do I add a Merge field in the Letters module?

• How do I use the Patient Tracking Add-in component?

• How do I set up a questionnaire?

Imaging

• How do I access a patient's most recent set of images?

Insurance

• How do I make changes to a claim?

Reports

• How do I print a time card?

• How do I print a list of patients scheduled for a specific day?

• How do I create a Case Acceptance Report?

• How do I create a Daily Collection Report?

• How do I create a Ledger Scan Report?