Using the OrthoTrac Scheduling Module > Checking Patients Out
To check out a family:
Check out a single family member, posting that person's procedures and payments as usual.
Check out another family member by selecting the family member’s name from the drop-down list in the Patient field.
Repeat this process for each additional family member.
After you have posted the financial information for all family members, close the Financial Functions window. The Appointment Summary window is displayed. The original patient is selected for scheduling.
Transfer information from the patient’s Treatment Card by following the procedures in Transferring Information from Treatment Card.
Schedule appointments for additional family members by selecting an appointment date and time, then clicking Select Sibling in the Appointment Details window. See Scheduling Sibling Appointments for more information.
Posting Procedures and Payments
Scheduling the Next Appointment or Recall