Using the Patient Chart

The patient chart contains demographic information about a patient and enables you to access many of the same modules and functions found on the main menu, the main difference being that the modules and functions (Scheduling, Financials, Claim Processing, and so on) available on the patient chart apply to a specific patient. In addition, several modules and functions (Patient Information, Snapshot, Patient Tracking, and Charting) are only available from the patient chart.

 

Subjects covered in this topic include the following:

• Adding a Patient

• Using the OrthoTrac Patient Lookup Window

• Using the Patient Chart Buttons

• Using the Patient Information Window

• Using the Snapshot Module

• Automatically Importing Snapshots from the CS Orthodontic Imaging Software

• Using Patient Tracking

• Using Database Fields

 

Treatment entries that are added to the Tx Card Tab can only be edited on the day they are entered, until 11:59 p.m. After that time, they become a permanent part of the treatment record and cannot be changed or deleted. This policy is required to maintain accurate records and comply with legal standards.

 

Related Topics

Patient Chart -- Terminology and Concepts

Adding a Patient

Using the OrthoTrac Patient Lookup Window

Using the Patient Chart Buttons

Using the Patient Information Window

Using the Snapshot Module

Automatically Importing Snapshots from the CS Orthodontic Imaging Software

Using Patient Tracking

Using Database Fields