Using the OrthoTrac Scheduling Module > Scheduling Appointments from the Patient Chart > Using the Schedule Appointment Calendar
As a time-saving feature, you can schedule an appointment for a patient’s sibling without opening the sibling’s chart.
Siblings must be linked in the Patient Info section of the patient chart for you to use the Sibling button. Use the Patient button if siblings are not linked properly.
To schedule an appointment for a sibling without opening the sibling’s chart:
From the patient's chart, select Functions > Schedule Appointment. The Appointment summary view is displayed.
Click Schedule Appointment. The View Schedule window is displayed.
If a patient's sibling is not listed, click Siblings in the patient standard to launch the OrthoTrac Relative Lookup window and add the family member.
Schedule an appointment for the first patient. For more information, see Scheduling Appointments from the Patient Chart.
While still in the schedule window in the patient chart, click the appointment type or chair you need to schedule. The Appointment Details window is displayed.
Click Sibling. The Select Sibling window is displayed.
Select the sibling for whom you are making an appointment and click OK, or double-click the sibling name. The sibling name is displayed on the Appointment Details window, along with the appointment type you selected.
Click OK to schedule the appointment.
Using the Schedule Appointment Calendar
Scheduling a Patient Appointment from Another Patient's Chart