Using Patient Tracking

Tracking Patients

Use the patient tracking function to view logged records of appointments, posted letters, and procedures performed for a patient. In addition, if you have Orthodontic Imaging software, version 8.0.5 or higher, you can enable the document storage feature.

To display the history of a patient, click the Patient Tracking button on the patient chart menu. The Tracking History window is displayed.

Each item in the patient history is dated, and the person who posted the entry, assistant, doctor, and location are displayed.

Functions

The following functions in the Tracking History window enable you to perform additional tasks:

Removing Entries

To remove an entry displayed in the Tracking History window:

  1. Click Edit Entries.

  2. Click the red X next to the entry you want to remove. A message is displayed.

  3. Click Yes. The tracking entry is removed.

  4. Click Done.

If the entry has a document attached, the following message is displayed:

Scanning Documents

To scan a document:

  1. Click Scan Document. The Select Type window is displayed.

  2. Select the document type from the drop-down list.

OR

Select New to add a new type to the list.

  1. Click Scan to acquire a document from your local scanner.

OR

Click Browse to acquire a document that is saved to a file.

Entering Comments

To enter comments in the Tracking History window:

  1. Click Enter Comment. The Patient Tracking Comment window is displayed.

  2. Type your comment in the field and click OK.

To create a HIPAA comment:

  1. Click Enter HIPAA Comment. The HIPAA Privacy Comment window is displayed.

  2. Select the type of comment you want to add. Valid options are:

  3. HIPAA acknowledgement

  4. HIPAA Consent

  5. HIPAA Authorization

  6. HIPAA Disclosure

  7. HIPAA Complaint

  1. To document the HIPAA privacy acknowledgement for a patient, select HIPAA acknowledgement, type a comment, and click OK.

Printing Tracking Histories

To print a copy of the patient tracking history:

  1. In the Tracking History window, click Print. The Patient Tracking Print Options window is displayed.

  2. Select Print Report, Preview Report, or Export Contents.

  3. Click OK.

Setting Display Options

To select the options you want to display in the Tracking History window, click Display Options. The Patient Tracking Options window is displayed.

Creating Patient Tracking Reports

You can set up customized reports—which can be viewed as contact experts or in standard report format—that summarize the tracking history of all patients.

To create a patient tracking report:

  1. On the main menu, select Reports > Patient Tracking. The Patient Tracking Reports window is displayed.

  1. From the drop-down list, click <Add New Report> and type a name for the new report.

  2. Select the patients to include in the report.

  3. Select the sorting order for the report, whether to view results as a Contact Expert or a Tracking Report, and whether to show procedures by Code Only or Description.

  1. Click Apply.

To create a patient tracking report:

  1. On the main menu, select Reports > Patient Tracking. The Patient Tracking Reports window is displayed.

  2. From the drop-down list, click <Add New Report> and type a name for the new report.

  3. Select the patients to include in the report.

  4. Select the sorting order for the report, whether to view results as a Contact Expert or a Tracking Report, and whether to show procedures by Code Only or Description. Click Apply.

  5. Click Search.

  6. If you selected Tracking Report, the Print Options window is displayed. Select Print or Preview.

  7. If you selected Contact Expert, the search results are loaded in the Contact Expert window.

Changing Existing Patient Tracking Reports

When running an existing report, you must change the dates to reflect the current date range. You can edit previously saved reports to remove or add options.

To change patient tracking reports:

  1. In the Patient Tracking Reports window, select the report from the drop-down list.

  2. Click Change.

  3. Make changes to the options and click Apply.

 

Related Topics

Tracking Correspondence

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