The Patient Tracking function enables you to view logged records of appointments, posted letters, recall history, scanned documents, e-mail, and procedures performed for a patient.
The Patient Tracking function also contains a document storage feature that enables you to keep permanent electronic copies of your correspondence with patients, doctors, and so on, eliminating the need to file paper copies in a patient’s chart. You can also scan letters, insurance cards, EOBs, and other documents.
To use the document storage feature, you must have CS orthodontic imaging software, version 8.0.5 or higher, loaded on your computer.
Enabling the Document Storage Feature
Saving Documents with the Document Storage Feature
Archiving E-Mail in Patient Tracking
Enabling Patient Tracking for Questionnaires