Steps for Removing a Patient

To remove a patient:

Click the Open Patient Chart icon from the main menu. The OrthoTrac Patient Lookup window is displayed.
Select the name of the patient you want to remove and click Remove Patient. The Patient Removal window is displayed.
Complete the following fields.
- In the Staff Deleting Patient field, use the drop-down list to select the name of the staff member deleting the patient.
- In the Reason for Removal field, use the drop-down list to select the reason for deleting the patient.
- In the Remove Comment field, enter any special notes you wish to make about the patient.
Click OK. The Patient Removal Warning window is displayed.
If you are sure you want to delete the patient, click Yes. The Print Ledger Copy window is displayed.

The deletion process goes through three steps: printing, archiving, and deleting. (This process can take several minutes). The deletion process involves several areas of the software.

Select the information to print on the report by clicking the options you want to include. Click OK. The Ledger Copy window is displayed.

Select from the following options.

Click OK to print/export the report. The Treatment Card History window is displayed (if your office uses treatment card).
Select print options as you did for the Ledger Copy window and click OK to print/export the report. The Patient Treatment Plans window is displayed (if your office uses treatment plans).
Select print options as you did for the Treatment Card History window and click OK to print/export the report. The Remove Patient window is displayed.
Select print options as you did for the previous window and click OK to print/export the report. The Patient Remove window is displayed. The patient has been deleted from the system.