What's New in OrthoTrac 14.0

Version 14.0 of the OrthoTrac software includes the following features and enhancements:

The Treatment Card interface now includes all treatment-related information on one screen. This new interface better reflects clinical management needs in today’s orthodontic practices. Many enhancements have been made to the Treatment Card, such as the new full screen format, which provides an expanded view of patient information, reduces clutter, and offers improved readability. For more information, see:

Using the Treatment Card
Using Aligner Tracking
Viewing Tx Card Notes
Using the Tx Card Image Preview
Changing the Treatment Card View
Using the Patient Insight Panel

Scheduler Shading

The Scheduler now displays gray shading on every other month in the calendar, making it easier to identify the end of one month and the beginning of another. This new shading complements the existing color coding of appointments in the Scheduler. For more information on configuring schedule colors, see Adding Appointment Types.

Start Date Terminology

Version 14 introduces the use of the term Start Date in place of Band Date. This change more accurately reflects the start of treatment for all patients in the practice.

You will see this global revision throughout the software, in areas such as:

Patient Information
Patient Tracking
Financial Contracts
Payment Plans
Contact Expert
Carrier Maintenance
Clipboard Tooltips
Scheduling Tooltips
Patient Maintenance
Lightbar Tooltips

Saving Patient Information

In version 14, when you update a patient's information, you are prompted to confirm your changes before you exit. See Using the Patient Information Window for more information.

Editing Collection Letters

You can now edit collection letters directly from the Collections Activity window. Click the Letters button at the bottom of the window to access, post, and edit collection letters. For more information, see Selecting Accounts.

Stand-Alone Lightbar

To provide greater usability, version 14 exclusively uses the stand-alone light bar that was introduced in version 12. This feature is the new default for all workstations, and offers a real-time view of workflow performance outside of the Treatment Card and the Patient Information window.

Enhancements include additional indicator lights that reflect a patient’s remaining time in the chair, if the doctor is finished with a patient, and a if a call is made for another doctor. For more information, see Using the Light Bar.

For more information, see the What's New video for version 14.0 of the OrthoTrac software.