Viewing Patients

Use Patients to search for a specific patient and to view demographic information, family details, referring doctors, treatment card data, and associated images.

The Patients window launches with the Pt field active. To look up a patient, type the patient name.

You can type either the first or the last name of the patient.

As you type, a list of patient names is displayed. For example, typing the letter A displays a list of all patients whose first or last name begins with that letter. Continue typing to narrow your results.

Select a patient's name. The Patient window is displayed.

The following options are available from the bottom of the Patient window:

PatientPatient

The upper part of the Patient window includes the following information:

Age
Date of birth
Gender
Address
Home phone number
Work phone number
E-mail address
Status
Type
Location
Doctor
Assistant

The lower part of the Patient window includes the following information:

AlertsAlerts

The Alerts field displays alert messages that are associated with a patient. If there

are alerts present for a patient, the Alerts field is outlined in red and displays

two alerts.

If there are more than two alerts associated with a patient, an arrow is displayed.

Tap the Alerts field to display a complete list of alerts.

AppointmentsAppointments

The Appointments field displays the dates of the last completed appointment and the next appointment scheduled for the patient. Select the appointment field to view additional appointment information.

The expanded Appointment field displays six appointments with the following details:

Appointment date and timeAppointment date and time

If the appointment has been scheduled for the current calendar year, the date is displayed in Day/Month/Date format, such as Thu Oct 8. If the appointment occurred during the previous calendar year or before, the date is displayed in Month/Year format, such as Mar 2008.
Appointment typeAppointment type

The appointment is displayed with a brief summary describing the scheduled activity, such as Adjustment 20 min.

Appointment statusAppointment status

The icon to the left of the listed appointment indicates its status. Click the icon to view a description.

Scheduled	This icon indicates that the patient has scheduled an appointment.
Walk In	This icon indicates that the patient was treated, but did not have an appointment scheduled in advance.
Changed	This icon indicates that the patient or the office has changed the appointment.
Cancelled	This icon indicates that the patient or the office has cancelled the appointment.
No Show	This icon indicates that the patient did not keep the scheduled appointment.
Completed	This icon indicates that the patient has completed the appointment.

FamilyFamily
In addition to patient information, the Family view of the Patient window lists the names and relationships of people associated with a patient.

To view expanded information for a person in the list, select a name. The record is displayed with the following information:
- Name
- Relationship to the patient
- Address
- Home phone number
- Work phone number
- E-mail
- Balance
- Current
- This month
- 31-60 days outstanding
- 61-90 days outstanding
- Over 90 days outstanding
- Last statement date
- Last statement balance
- Last payment
- Certain fields, such as financial aging data, are only displayed if the selected person is a Responsible Party.
If the patient has insurance, the insurance company name is displayed in the Family view.

To view expanded information for an insurance company, select the name of the company. The record is displayed with the following information:
- Employer name
- Insurance company name
- Insurance company address
- E-mail address
- Balance
- Current
- This month
- 31-60 days outstanding
- 61-90 days outstanding
- over 90 days outstanding
- Last statement date
- Last statement balance
- Last claim
ReferralsReferrals
In addition to patient information, the Referrals view of the Patient window displays the referral information associated with the selected patient.

The Referral view displays the following information:
- Referred byReferred byThis field displays the name and profession of the person who referred the patient.
- DoctorsDoctorsThis field displays the name and specialty of each doctor who is associated with the patient.
- Referred toReferred toThis field displays the names of doctors to whom the patient has been referred.
Tx CardTx Card
The Tx Card view of the Patient window displays the following information:
- Treatment status bar
- Start date
- Estimated completion
- Actual completion
- Appliance information
- The previous two Tx Card entries
The Tx Card view also includes a link to the patient's tooth chart and any associated notes.

To view this information, select Tooth Chart/Notes. The record is displayed with the following fields:
- NotesNotesThe Notes field displays treatment notes from the Tx Card.
- Tooth chartTooth chartThe Tooth chart field displays images of the elastics and extractions tooth charts if they are present for the patient, as well as any notes pertaining to the tooth chart.
  Select the elastics chart to display the extractions chart. Select the chart again to display the elastics chart.
ImagesImages
The Images view of the Patient window displays the following information:
- Patient demographic information
- A list of existing imaging visits and associated data
To display a list of images associated with an imaging visit, select that visit from the list.

To display an image full screen, select the image name from the list.

To return to the list of images, select the image again.

The icon for the active window is displayed in color. Inactive icons are grayed out.

The Patient window includes a Note icon. Adding a note in the PEARL module creates a comment in the patient chart. This message is displayed the next time you enter the patient chart in OrthoTrac.

To add a note to the patient's chart.

Select the Note icon. The Note field is displayed.
Type a comment in the Note field.
Select Done. The Patient window is displayed.