Getting Started

The OrthoTrac practice management software uses the Microsoft Windows operating system. See the OrthoTrac online help for more information.

Pre-Training Contact Information

As you prepare to use the software, you will work with our trainers and members of the Implementations, Conversions, Configurations, and Electronic Services teams.

Implementations

A member of the Implementations team will call you to schedule and then confirm training dates and times and to provide the hardware requirements and an overview of the installation. He or she will also interview you in preparation for training.

Electronic Data Conversion

If you transfer data electronically, a member of the Conversions team will help you with the following things:

Configurations

A member of the Configurations team will contact you to customize your software by having you complete practice-specific worksheets and by setting up your procedure codes and schedule.

Electronic Services

A member of the Electronic Services team will contact you to set up services to submit claims and statements electronically and to send credit card transmissions.

Training

Your trainer will review the training agenda with you and will train you on the software.

Backing Up Data

For OrthoTrac users, back up your data every day. You should have a backup for each day of the week, with copies stored off-site. Keep your backups in a fire-resistant safe.

For OrthoTrac Hosted users, your data is backed up automatically.

 

Related Topics

Accessing the Software

Using the Main Menu

Using the Lookup Window

Using the Patient Chart

Skill Sharpeners