Adding Patients > Changing Patient Information

Adding Responsible Parties

If you need to add additional responsible parties to a patient chart, link family members, or add family members for reference or reporting purposes, click Add Family Member.

To add a responsible party:

  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 Responsible Party and click OK. The OrthoTrac Responsible Party 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 Responsible Party window is displayed.

  1. Complete the information in the window.

  2. To enter a customized salutation, click Salutation. The Custom Salutations window is displayed. Enter a Formal and Informal salutation in the fields. Click OK.

  3. Click OK. The Responsible Party Information window is displayed.

  1. Select the Relationship for the family member. The Financially Resp field defaults to No, as long as one responsible party is already financially responsible.

  2. Use the buttons at the bottom of the window to enter specific information for this responsible party.

  3. Click OK.

Ranking Responsible Parties

When you add a patient to the software, you must add at least one responsible party for that patient, but you can add several, if necessary. The software ranks the responsible parties in the order that you enter them; for example, the first person you enter is 1, the second is 2, and so on. To change the order of responsible parties, use the ranking feature.

To rank responsible parties:

  1. In the patient chart, click the Patient Information button to display the Patient Information window. The Family Members section is displayed.

  1. Click Edit Financial Ranking. The Edit Financial Ranking window is displayed.

  1. Click a name and select from the drop-down list.

  2. Click OK.

Viewing/Editing Responsible Party Information

To view or edit the personal information for a responsible party:

  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 Relatives

Adding Referrals

Skill Sharpeners