Configuring OrthoTrac > Using System Maintenance
The Patient Add Options feature enables you to determine how new patients are added to the software.
To access the Patient Add Options feature:
Select Functions > Maintenance/Set-up > System Maintenance from the menu bar.
In the System Maintenance window, select the Patient Add Options option button.
Five options are available:
Set Up Partial Add — Selects the fields to be entered during a partial add for a new patient.
Set Up Full Add — Selects the fields to be entered during a full add for a new patient.
Set Up Add Defaults — Supplies the default settings for the Status, Type, Race, and Language patient fields. Also sets which Add option to use during the conversion process and New Patient Add process.
Set Up Quick Add — Sets defaults for the Quick Add feature.
Patient Numbering — Enables you to select how patient records are numbered as they are added to the software.