Adding Patients > Changing Patient Information
A new patient comes to your office. You want to create a record and add the necessary information about the patient.
To add a patient:
Click the Open Patient Chart button. The OrthoTrac Patient Lookup window is displayed.
Search for the name of the person you want to add, in case he or she is already in the database. You do not find the name using the lookup window, so click Add New. The Patient Add window is displayed.
In the column on the left, complete as many patient demographic fields as you can. Press Tab to move from field to field.
In the center column, use the drop-down lists to populate the fields.
In the column on the right, complete the following fields:
Dentist
Referral Date
Click OK.
You want to add information about a patient’s family member for reference purposes.
To add a family member:
In the patient’s chart, click the Patient Information button. The Patient Information window is displayed.
Click Add Family Member. The Add Family Member window is displayed.
Click Relative and OK. The OrthoTrac Family Lookup window is displayed.
Click Add New. The Add Relative window is displayed.
Type the name, address, zip code, and relationship and click OK.
Click OK.
A patient’s mother, who has been the responsible party, calls your office to say that she will no longer be paying for her son’s treatment and that the child’s grandmother is taking over the payments. How do you add the patient’s grandmother as a responsible party?
To add a responsible party to a patient record:
In the patient chart, click the Patient Information button. The Patient Information window is displayed.
Click Add Family Member. The Add Family Member window is displayed.
Select Responsible Party and click OK. The OrthoTrac Responsible Party Lookup window is displayed.
Search the list for the name you want to add and click OK. If the name is not on the list, click Add New. The Add Responsible Party window is displayed.
Complete the information in the window. Click OK. The Responsible Party Information window is displayed.
In the Relationship field, select the responsible party’s relationship to the patient.
In the Send Letters field, select the types of letters that should be sent to this responsible party.
In the Recv Stmt field, select Yes, so this responsible party receives a statement.
In the Carrier field, select the responsible party’s insurance carrier, if applicable.
In the Financial Resp field, select Yes.
Complete the Risk Code, Late Chg, and Discount fields if your office uses these features.
Use the buttons at the bottom of the window to enter additional information for this responsible party.
Click OK.