Using the OrthoTrac Charting Module > Using the Treatment Card
Patient Information
After opening the treatment card, informationinformation from the patient chart is displayed in the top section.
Birthday — In addition to the patient’s birthdate, the Happy Birthday indicator that is displayed on the Patient Information window during the patient’s birthday month is also displayed on the upper-right side of the Tx Card tab.
Current Age
Gender
Dentist (including phone number)
Tx Time (represented by a color-coded progress bar)
Treatment Coordinator
Assistant
The Assistant name is only displayed in the Treatment Card when there is not a Treatment Coordinator selected in the patient's chart.
Other statistics fieldsstatistics fields are displayed on the right side of the window.
Type
Status
Contract — To view the contract amount, place the cursor over the asterisks in the field (if a contract exists on the account) and hold down the mouse button. This amount reflects the original contract total on the ledger for the most recent contract.
Model
Start Date and Contract Description
When the Family tab is active, the names and relationships of family members associated with this patient account are displayed.
When the Statistics tab is active, information about the type, model, and contract is displayed.
When the Financials tab is active, confidential financial information, such as the balance, the current amount due, and the amount past due for both the patient and insurance, is displayed.
These tabs change color based on the state of the account's balance:
Green indicates that the balance is current.
Yellow indicates that the balance is 30 days past due.
Red indicates that the balance has been outstanding for 60 days or more.
Blue indicates that the responsible party has paid in full on an existing contract.
Gray indicates that the responsible party has paid in full on an account that has never had a contract.
To set the default display tab, select an option from the Default Charting Information Tab field in the Charting Maintenance window. For more information, see Miscellaneous.
Click the Expand button to display the patient information.
Click the Collapse button to hide the patient information.
To the right of the Family/Statistics/Financials tabs, the Patient Status is displayed. See Patient Status to configure this information.
When you open a patient’s treatment card, a 
is displayed on the Tooth Chart, Tx Plan, or Questionnaire tabs
if the tab contains patient information.
Using the Patient Insight Panel