To access the patient chart, you must first select a patient name or the name of a responsible party from the OrthoTrac Patient Lookup window.
To access the patient chart:
Click the Open Patient Chart icon or select Functions > Patient Chart > Open Chart from the menu bar. The OrthoTrac Patient Lookup window is displayed.
The patient information displayed in the window can vary. More...More...
If a patient’s common name and first name are different, the common name is displayed in parentheses beside the first name. When you select a patient, the common name is displayed in parentheses under the patient’s first name.
If you are using the snapshot module, an additional module, and have selected the Patient and Responsible Party options on the OrthoTrac Configuration window (Options > Environment > Miscellaneous), a photo of the patient or responsible party is displayed next to the patient’s name when you select a patient/responsible party name on the list. See Using the Snapshot Module for more information.
Search through the list to select the name of the patient whose chart you want to view. You can use several methodsseveral methods to search for patients.
Navigation Buttons — Click the navigation buttons to scroll through the list of names quickly and select the name for which you are looking.
By Last Name — Type a full or partial last name in the search field and press Enter.
When the lookup window first opens, the last name searched is displayed in the field. It is not necessary to delete this name. Just begin typing the name you want to search for and press Enter.
By Partial Last Name/Partial First Name — Type the first few letters of the last name, a comma, and then the first few letters of the first name in the Search field. Press Enter.
By Combined Middle Name/Last Name — You can configure the software to list a patient’s middle name or middle initial before the last name in lists.
By Patient Number — Type the patient number in the Search field and press Enter.
By Responsible Party — Click the Responsible option button to search a list of responsible parties. Search for the name of the responsible party for the patient, using one of the methods listed above.
When searching by responsible party, a dashed line in the Last Name field signifies that the responsible party is accountable for multiple patients. The responsible party is accountable for the patient next to his name, as well as the patient(s) next to the dashed line
Click OK. The patient chart is displayed. See Using the Patient Chart for more information.
Viewing Appointments of Patients or Siblings