Adding Patients

When adding a new patient, add information about the patient and the responsible party, if the patient is not self-responsible. The fields displayed in red must be completed to add the record to the database.

Adding Patient Information

To add a patient:

1. Click the Open Patient Chart button. The OrthoTrac Patient Lookup window is displayed.

2. Search for the name of the person you want to add, in case he or she is already in the database. If you do not find the name using the lookup window, click Add New. The Patient Add window is displayed.

3. In the column on the left, complete as many fields as you can. Press Tab to move from field to field.

4. In the center column, use the drop-down lists to populate the fields.  Depending on your office setup, some fields may not be active. You must complete the Location, Status, and Sex fields, displayed in red.

5. In the column on the right, complete the following fields:

6. Dentist—Type the name of the patient’s dentist in the Dentist field or use the drop-down list to select a name.
   
   When you press Tab to move to another field, the software asks if you want to assign the dentist as a referral source. If not, click Select Referrals. The Patient Referred by window is displayed.
   
   
   
   When you select the referral source, a lookup window is displayed, which enables you to search for the name of the referral. Select the name of the referral source.
   
   If the name is not on the list, click Add New to add the name.

7. Referral Date—Enter the referral date in mm/dd/yy format.

8. Comments—Click <Add Comment>. The Add Comment window is displayed.
   
   Enter your comment and select whether you want to acknowledge the comment after opening the patient’s chart. Click OK to save the comment, or click Add to enter another comment.
   
   The comment is displayed with a blue background on the patient chart.

9. Medical Alert Click <Add Medical Alert>. The Add Medical Alert window is displayed.
   
   Enter the medical alert and select whether you want to acknowledge the comment after opening the patient’s chart. Click OK to save the alert and close the window, or click Add to enter another medical alert.
   
   The comment is displayed with a red background on the patient chart.

10. Family—Use the drop-down list and select Add Family. The OrthoTrac Relative Lookup window is displayed.  
    
    Select the name of the relative you want to add and click OK. The Set Family Relationship window is displayed.
    
    
    
    Select options from the drop-down lists to indicate how the two are related. Click OK.
    
    OR
    
    If the name is not on the list, click Add New.  The Add Relative window is displayed.  
    
    Tip:  Adding a relative does not make the family member a patient, but adds him or her to the software for reference purposes.
    
    Complete the fields in the Add Relative window and click OK. The Set Family Relationship window is displayed.
    
    
    
    Select options from the drop-down lists to indicate how the two are related. Click OK.

Using the Database Fields Function

The database fields function enables you to track patient-related information that is not already tracked by the software, such as an account balance, a hobby, the school attended, demographic information, and so on. This information is reported in contact experts.

To add patient interests to the patient chart:

1. Click Database Fields. The Database Fields window is displayed.

2. Select the question type from the drop-down list in the Question field and press Tab. The Answer field becomes active.

3. Use the drop-down list in the Answer field to select an answer, or select <Add New Option> to enter a new answer. The Add Options window is displayed.

4. Type an answer in the field and click Next to enter additional answers, or click OK to add the answer and close the window.

5. Scroll to the bottom of the drop-down list to select the answer you just added and press Tab. The Date field is populated with the current date, and you can select a new question, if necessary.

6. Click OK.

Using the Clear Button

If you have entered patient information in error, click Clear to remove all of the information you have entered in the window.

Using the Family Tree Button

Click Family Tree to open the Show Family Tree window. This is a view-only window that enables you to see all of the family members you have associated with this patient.

Related Topics

Adding Responsible Party Information

Using Quick Add

Changing Patient Information

Skill Sharpeners