Using the OrthoTrac Charting Module > Using the Treatment Card > Tx Card Tab
You can enter and store information about the patient’s next appointment in the Next Appointment area of the Tx Card tab. This information is passed to the front desk during checkout.
If the patient has an active treatment plan, the next appointment as defined in the treatment plan is displayed. The next appointment in the treatment plan is automatically added to the checkout. If the patient needs a type of appointment that differs from what is displayed in the next step of the treatment plan, you must adjust the treatment plan so that the correct Next Appointment information is displayed during checkout.
To enter the next appointment for a patient:
In the When field, use the drop-down list to select when the next appointment should be scheduled (Days, Weeks, or Months). Tab to the next field and enter the number of days, weeks, or months by either typing the number or using the arrows.
Click in the Type field. The Appointment Types window is displayed.
Select the appointment type for the patient’s next appointment, using the scroll bar to move through the list and click OK.
Click in the Procedures field or click Add. The Procedures window is displayed.
In the Procedures window, double-click the procedures to be performed at the next appointment or select each procedure and click the arrow button to move the procedures to the Selected Procedures section. Click OK.
If you attached procedure codes to your appointment types in Procedure Code Maintenance, the procedure codes are displayed in the Procedure field.
In the Comment field, enter a free-form comment about the appointment, if necessary.