Configuring OrthoTrac

Setting Up Referral Groups

To configure referral groups:

1. From the main menu, select Functions > Maintenance/Set-up > System Maintenance. The System Maintenance window is displayed.

2. Select Referral Groups. The Referral Groups section of the System Maintenance window is displayed.

3. Click Add. The Ref Group section of the System Maintenance window is displayed.

4. Type the name of the referral group in the Ref Group field and click OK. The new group is added to the Referral Groups list.

• Referral group names cannot exceed 50 characters.

5. Select the name of the group and click Manage Referral Groups. The Referral Group Setup window is displayed.

6. Select the referral group to manage, the doctor types and the specific practitioners, and click OK. The Add Doctors to Referral Group window is displayed.

7. Click Yes. The Referral Group Setup window is displayed.

8. Click Cancel. The System Maintenance window is displayed.

9. Click Close.

For more information, see Creating Doctor Listing Reports.

 

Related Topics

Configuring OrthoTrac

Configuring OrthoTrac -- Terminology and Concepts

Setting Up Carriers

Setting Up the OrthoTrac Charting Module

Setting Up Database Fields

Setting Up the Daysheet

Setting Up Employers

Using the eServices Setup Window

Using the Form Editor

Setting Up Insurance Claim Options

Setting Up Office Expert

Setting Up Other Referral Sources

Setting Up Outside Doctors

Setting Up OrthoTrac Patient Flow Module Options

Setting Up Procedures

Setting Up the Schedule

Setting Up Security

Setting Up the Staff

Setting Up Statement Options

Using System Maintenance

Setting Up Ticket Messages

Setting Up the Timeclock

Setting Up Treatment Plan

Unlock Financial Roll

Unlock Locked Out Users

Using the Options Menu

Specifying Default Printers

Using the Standard Print Dialog Box