Getting Started

Using the Lookup Window

The lookup window enables you to sort through lists of patients, doctors, and so on. The following OrthoTrac Patient Lookup window shows the basic functions of the lookup window.

To access the OrthoTrac Patient Lookup window, click the Open Patient Chart button on the main menu.

Accessing Records

You can access records using the following search methods:

• Search by First or Last Name—Type a full or partial first or last name in the search field, highlight the name, and click OK.

• Search by Partial Last Name/Partial First Name—Type the first few letters of the last name, a comma, and then the first few letters of the first name in the search field, highlight the name, and click OK. For example, to search for John Smith, type Sm, Jo.

• Search by Combined Middle Name/Last Name—To differentiate between patients with the same first and last name, you can configure the software to list a patient’s middle name or middle initial before the last name in lists.

• Search by Patient or Responsible Party—Type a patient’s or the responsible party’s first, middle, last, or common name; account #; phone #; email address; insured ID; or Social Security number. Highlight the name and click OK.

• Adding and Removing Records—To add a record from the lookup window, click Add New.
  To remove a record from the Lookup window, select the record, click the red X, and provide a reason for removing the record. Then click OK and Yes.

Printing Labels

To print an individual mailing label, chart label, or appointment label using a stand-alone label maker:

1. In the OrthoTrac Patient Lookup window, select the name for which you want to print a label and click Print Label. The Individual Label window is displayed.

2. Select the type of label to print.

3. Make changes to the appearance of the label, if necessary, by selecting from the drop-down lists in the Font and Size fields and by clicking the Bold, Italic, and Underline buttons.

4. Select an option from the drop-down list in the Selected Printer field, or click Setup to display the Print Setup window and change the options for the printer.

5. Click OK.

Related Topics

Accessing the Software

Using the Main Menu

Using the Patient Chart

Skill Sharpeners