Adding Patients > Changing Patient Information

Adding Relatives

To add a relative:

1. In the patient chart, click the Patient Information button to display the Patient Information window.

2. Click Add Family Member. The Add Family Member window is displayed.

3. Select Relative and click OK. The OrthoTrac Relative Lookup window is displayed.

4. Search the list for the name you want to add and click OK.

OR

If the name is not in the list, click Add New. The Add Relative window is displayed.

5. Complete the fields in the window and click OK. The View/Change Relative window is displayed.

6. Use the drop-down list in the Relationship field to select the relationship for this relative.

7. Click OK.

• Adding a family member using this method does not make the family member a patient, but adds him or her to the software for reference purposes.

Viewing/Editing Relative Information

To view or edit the personal information for a relative:

1. Click the name of the person in the Family Members panel whose information you want to view.

2. Edit or view the information.

3. Click OK.

Related Topics

Updating Patient Information

Adding Responsible Parties

Adding Referrals

Skill Sharpeners