After opening the OrthoTrac software, the main menu is displayed across the top of your screen.
The following table shows the main menu buttons:
When you hover over an icon, the name of the feature is displayed.
Main Menu Buttons |
|
Open Patient Chart |
|
Quick Add |
|
Schedule Appointment |
|
Patient Checkout |
|
Financial Functions |
|
Insurance Functions |
|
Word Processing |
|
Collections Activity |
|
Contact Experts |
|
Referrals |
|
Patient Flow |
|
Office Expert |
|
Maintenance/Set-up |
|
Roladdress |
|
Checklist |
|
Timeclock |
|
TeleVox T.LINK |
|
Launch Virtual Agent |
|
Staff Login |
|
Personal To Do Items |
|
Staff Mail |
The following options are available on the main menu:
File
Prepare Backup
Satellite Extraction
Printer Setup
Exit
Functions—Enables you to access the same features available when using the main menu buttons.
Reports—Enables you to access the reports available in the following categories:
Patient
Responsible Party
Schedule
Financial
Miscellaneous
Charting
Patient Tracking
Patient Flow
Options
Copy Database Files—When prompted to exit the software after making a change, select Copy Database Files to update the information for that computer.
Environment—Enables you to configure a single workstation for multiple databases, set paths for folders, and select settings for several areas of the software.
Charts—Select from a list of all charts currently open.
Close All—Enables you to close all open charts.
Help
OrthoTrac Help—Accesses the online help.
What’s New Video–Enables you to view a video of new features to the software.
Carestream Dental Institute–Accesses the online training website, which offers courses for the software.
Contact Us–Accesses the Carestream Dental website, which provides ways for you to contact us.
OrthoTrac on the Web—Accesses the OrthoTrac software website.
System Requirements on the Web—Accesses the system requirements for the OrthoTrac software.
Install Adobe Reader–Installs the Adobe software so you can read the online documentation.
Launch Virtual Agent–Accesses Cassidy, OrthoTrac's virtual agent, for answers to your support questions.
About OrthoTrac—Enables you to access your software version number and important system data.