Using the OrthoTrac Scheduling Module

Scheduling Appointments from the Main Menu

OrthoTrac enables you to schedule appointments directly from the main menu.

To schedule an appointment from the main menu:

1. Click the Schedule Appointment button or select Functions > Schedule Appointment from the menu bar. The View Schedule window is displayed.

2. You can use the panes to the left of the calendar to find an appointment time based on specific criteria. From this window, the following panes are available:

3. Schedule Offices

4. Schedule Doctors

5. Find Appointments

For more information on this option, see Scheduling Appointments from the Patient Chart.

OR

You can click a doctor's name on a specific date on the calendar and access the schedule book from View mode.

3. Select an appointment in the schedule book. The OrthoTrac Patient Lookup window is displayed.

4. Select a patient and click OK.

The appointment information is displayed, including the patient name, the date, time, chair, type, time units, and any comments. From this window you can:

• Select the color of the appointment

• Select the procedures associated with this appointment

• Access the OrthoTrac Patient Lookup window

• View sibling appointments

5. Click OK. The appointment is scheduled.

Related Topics

Scheduling with Quick Add