Tracking Patients in the Office

Understanding the Electronic Router Window

The Electronic Router feature is accessible from the InOffice window, the Daily Appointments window, and the patient chart. The Electronic Router contains patient personal and financial information, which is typically printed on routing slips.

The commands available from the Options section of the Express bar or Options menu when using the Enhanced Workspace are:

• Treatment Plan:Displays the patient Treatment Plan window. Use this command to view treatment plan procedures that have been entered for the patient.

• Contacts:Displays the patient Contacts for window. Use this command to view a list of contacts logged for the patient. You can also create reminder memos in this window.

• Edit Appt:Displays the Appointment Card window. Use this command to edit the patient appointment information.

• Complete:Toggles the appointment status to or from complete.

• Follow-Up:Displays the Electronic Router: Follow up window. Use this command to set the criteria for the patient's next appointment.

• Set Call Back:Displays the Set Patient Call Back window. Use this command to select the procedures to include in the End of Day Call Backs report. The report generates a list of appointments that are flagged for a follow-up call at the end of the day.

• Next Appointment:Displays the Appointment Card window. Use this command to view the patient's next appointment. If the patient does not have a scheduled appointment, this command is disabled.

• Chart:Displays the charting module. If the patient has a chart, the charting information is displayed. If the patient does not have a chart, a blank chart is displayed.

• Guarantors:Displays the Guarantors/Insurance window. Use this command to view and edit patient guarantor information.

• Referrals:Displays the Referred Patients window. Use this command to view information for all patients referred to you by a patient.

• Financial Info:Displays the patient Balance Information window. Use this command to view the patient's balance information.

• Lab Cases:Displays the Lab Case window. Use this command to view a list of lab cases associated with the patient.

• History:Displays the patient's history file in your word processor. Use this command to enter extensive notes about the patient.

• Other Programs:Displays the Program window. Use this command to launch other programs from within the software.

• View Patient:Displays the Patient Information window. Use this command to access patient demographic, treatment, and payment information.