Using the Patient Chart > Using Patient Tracking
When you create a letter using the word processing module and print the letter, a copy of the letter is automatically saved to the patient’s imaging chart.
After you confirm the letter, the software automatically makes an entry into Patient Tracking, giving the current date and a tracking description. A document icon is displayed in the last column of the patient tracking entry to indicate that a stored document is attached to that entry. Click the icon to display a read-only view of the document.
When using the document storage feature, keep the following points in mind:
If both the CS Orthodontic Imaging software and document storage are enabled, a document image icon is displayed in the last column of the Patient History view. Click the icon to display the PDF copy of the document in Adobe Reader. For more information, see Enabling the Document Storage Feature.
Enabling the Document Storage Feature
Archiving E-Mail in Patient Tracking
Enabling Patient Tracking for Questionnaires