Enables you to access the Patient Chart window, which contains an additional menu bar, function buttons, and input windows to maintain the patient chart. See Using the Patient Chart.
Enables you to schedule an appointment and add a new patient record at the same time. See Quick Add.
Enables you to schedule and view patient appointments. The scheduling feature is accessible from both the main menu and the patient chart. See Using the OrthoTrac Scheduling Module.
Enables you to accept payments, schedule a future appointment, and print appointment tickets and school or work excuses. See Checking Patients Out.
Enables you to access the Financial Functions windows, which contain account information windows, and input windows for all financial functions. See Performing Financial Functions.
Enables you to process individual and continuation of treatment insurance claims, both manually and electronically. You can also generate claim reports and post bulk insurance payments. See Performing Insurance Functions.
Enables you to set up and manage automatically generated letters, triggered by patient procedures, treatment plans, payments, and so on. The Communications module is also set up and maintained in this area of the software. See Using the OrthoTrac Word Processing Module.
Enables you to track past-due accounts and promises, as well as run collections reports and apply payments to promises. See Using the OrthoTrac Collections Module.
Enables you to generate user-defined lists of patients or responsible parties and create customized reports for the accounts selected. See Using Contact Experts and Office Expert.
Enables you to view referral sources for patients referred both into and out of your practice. Referral sources can be evaluated based on number of referrals, charge and contract revenue generated, as well as payments received. See Using Referral Tracking.
Enables you to see where patients are located in your office (for example, Lobby, In-Deck, Operatory, Out-Deck, and so on). See Using the OrthoTrac Patient Flow Module.
Enables you to generate a report of prioritized items that might need your attention. From this report, you can view the patients who were selected for each item or use the Action button to gain direct access to the area of the software that enables you to complete each item. See Using Contact Experts and Office Expert.
Enables you to perform setup and maintenance for the functional areas of OrthoTrac. See Configuring OrthoTrac.
Enables you to quickly access every phone number entered into the software. You can view phone and address information for each of your account types and add information for local businesses not connected to your practice. See Using the Roladdress.
Enables you to view and maintain a list of administrative tasks to be completed on a daily, weekly, or monthly basis. See Using the Checklist Function.
Enables you to track staff hours and produce reports detailing total hours worked, overtime, and so on. See Using the OrthoTrac Timeclock Module and Managing the OrthoTrac Timeclock Module.
Enables you to open the T.LINK viewer, where you can apply changes or respond to requests that were made by patients online. If you do not have T.LINK, you are routed to the TeleVox website. See T.LINK.
Enables you to start chatting with OrthoTrac's virtual agent, Cassidy, to get immediate help with your Support questions.
Enables you to log in and out of the software using your name and password. See Logging In.
Enables you to view and maintain a list of employee-specific tasks to be completed by a specific date. See Using the Personal ToDo List.
Enables you to access an internal message system that allows you to communicate with other staff members using OrthoTrac. See Using Staff Mail.