OrthoTrac: Tracking Recall History

Document created by Stephen Reeder Employee on Apr 14, 2016Last modified by prcarter on May 9, 2016
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You can use the Patient Tracking feature to record a history of recall cards and labels that have been sent to a patient.


To configure recall history tracking to display in the Treatment Card view:

    • From the menu bar, select Functions > Maintenance/Set-up > Charting Maintenance. The Charting Maintenance window is displayed.
    • Select Display Recall History.
    • Click OK.

To view recall history information using Patient Tracking:

    • Select Functions > Patient Chart > Open Chart from the menu bar. The CS OrthoTrac Patient Lookup window is displayed.
    • Select a patient and click OK. The Chart window is displayed.
    • Select Functions > Patient Tracking. The Patient Tracking view is displayed.


Note:  Patient tracking data, including recall history information, is also displayed on the TxCard tab of the patient chart.

Note: You must select the Display Recall History option in the Charting Maintenance window to view printed labels and cards in Patient Tracking.

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