Configuring OrthoTrac > Using System Maintenance > Patient Add Options

Set Up Quick Add

The Set Up Quick Add option enables you to set the defaults for the Quick Add function. Quick Add is typically used when a prospective patient is on the phone to make an appointment. The function goes directly into a search for a specific schedule appointment type or procedure, and after you select an appointment to schedule, the Patient Add or OrthoTrac Patient Lookup window is displayed, where you can enter patient information.

To select the defaults for the Quick Add function:

1. Select Functions > Maintenance/Set-up > System Maintenance from the menu bar.

2. In the System Maintenance window, select the Patient Add Options option button.

3. In the Patient Add Options window, select the Set Up Quick Add option button. The Quick Add Maintenance window is displayed.

4. In the Select Default Procedure for Schedule Search field, use the drop-down list to select the appointment type or procedure you would typically schedule for a new patient.

5. If the Schedule Maintenance search method is set to Pre-Block, a list of appointment types is displayed here. However, if the search method is set to Procedure, a list of procedure codes is displayed. Only procedure codes that have an appointment type attached display in the Search Procedure list.

5. In the Post New Letter? section, select one of the available options.

   • Prompt to Post — Select this option to have a Do you want to Post A New Patient Letter? prompt display after you add a new patient.

   • Automatically Post — Select this option to have the system automatically post a new patient letter after you add a new patient.

   • Don’t Post — Select this option if you do not want the system to automatically post a new patient letter or prompt you about posting one.

6. In the Print Patient Form section, select one of the available options.

   • Prompt to Print — Select this option to have a Do you want to Print Patient Form? prompt display after you add a new patient.

   • Automatically Print — Select this option to have the system automatically print a patient form after you add a new patient.

   • Don’t Print — Select this option if you do not want the system to automatically print a patient form or prompt you about printing one.

7. In the Print Ticket? section, select one of the available options.

   • Prompt to Print — Select this option to have a Do you want to Print an Appointment Ticket? prompt display after you add a new patient.

   • Automatically Print — Select this option to have the system automatically print an appointment ticket after you add a new patient.

   • Don’t Print — Select this option if you do not want the system to automatically print an appointment ticket or prompt you about printing one.

8. In the Skip Patient Lookup? section, select one of the available options.

   • Yes — Select this option to automatically display the Patient Add window, instead of the OrthoTrac Patient Lookup window, after selecting an appointment.

   • No — Select this option to display the OrthoTrac Patient Lookup window after selecting an appointment.

   • The No option is recommended, so the staff can verify the patient does not already exist, preventing a double entry.

9. Click OK to save your changes or click Cancel to close the window without saving.

Related Topics

Patient Add Options

Set Up Partial Add

Set Up Full Add

Set Up Add Defaults

Patient Numbering