A patient’s mother calls the office and tells you that her daughter has a scheduled appointment sometime next week, but she has misplaced the appointment ticket. How can you help her?
To find a patient’s scheduled appointment:
On the main menu, click the Open Patient Chart button. The OrthoTrac Patient Lookup window is displayed.
Type the patient’s name and highlight it.
Click View Appointment. The Appointments window is displayed, showing current appointment information for the patient.
You are working in a patient chart and have to take a phone call to schedule an appointment. After finishing the call, you attempt to return to the patient chart you were working in, but you realize that instead of minimizing the patient chart window for the first patient, you closed it. Now you can’t remember the name of the patient whose chart you were working in. What can you do?
To view a list of the last five patient records you worked with:
From the main menu, click the Open Patient Chart button and click Recent Patients.
Click the name of the patient whose file you want.
A sales rep for an orthodontic supply company gives you a business card. How do you save the information in the software?
To add a card to the roladdress:
Click the Roladdress button on the main menu. The Roladdress window is displayed.
Click Add New. The Roladdress Card window is displayed.
Click Business at the bottom of the window.
In the Name field, type the name of the business.
In the Address field, double-click on <Add Address>. The Edit Address window is displayed.
Type the address information in the fields and click OK.
In the Phones field, double-click on <Add New Phone Number>. The Add Phone Number window is displayed.
Type the phone information in the fields and click OK.
In the Comment field, double-click on <Add Comment>. The Add Comment window is displayed.
Type a comment and click OK.
Click OK.