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Canine II

How Name displays in Patient Flow

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Wondering if there is a way that you can change the way a patient's name is displayed in Patient Flow.  It would be great if we could see First Initial Last Name or First Name Last Initial.  Dr. does not like how you are able to see the patient's full name.  I have looked everywhere but cannot see anything.

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Re: How Name displays in Patient Flow

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Good day Kim ( @kslav2002 ),

The option to change the the way the patient's name is displayed in the main Patient Flow window is not currently available. However, you can remove the patient name entirely. If you wish the name display to be removed entirely, go to Functions > Maintenance/Setup > Patient Flow Options and look at the Grid Setup tab, then uncheck the box for "Patient Name". 

prcarter_0-1603906607429.png

The Patient Flow window will then no longer display the patient name at all and you will have to move patients in Flow based on the chair / appointment time / appointment type information.  

If you wish to suggest the name display option as an enhancement request for a future version of OrthoTrac, I encourage you to post your enhancement requests in the Product Ideas section of this site. The Product Ideas section can be reached by clicking the Practice Management pull-down on the toolbar at the top, then selecting "Product Ideas" at the bottom. A direct link is also available here:

https://community.carestreamdental.com/t5/PRODUCT-IDEAS/idb-p/practicemanagementideas

The Product Ideas section is closely monitored by management and popular ideas can also be voted on by the community.

Regards,

Phil Carter / OrthoTrac Escalations

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Highlighted
Moderator
Moderator

Re: How Name displays in Patient Flow

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Good day Kim ( @kslav2002 ),

The option to change the the way the patient's name is displayed in the main Patient Flow window is not currently available. However, you can remove the patient name entirely. If you wish the name display to be removed entirely, go to Functions > Maintenance/Setup > Patient Flow Options and look at the Grid Setup tab, then uncheck the box for "Patient Name". 

prcarter_0-1603906607429.png

The Patient Flow window will then no longer display the patient name at all and you will have to move patients in Flow based on the chair / appointment time / appointment type information.  

If you wish to suggest the name display option as an enhancement request for a future version of OrthoTrac, I encourage you to post your enhancement requests in the Product Ideas section of this site. The Product Ideas section can be reached by clicking the Practice Management pull-down on the toolbar at the top, then selecting "Product Ideas" at the bottom. A direct link is also available here:

https://community.carestreamdental.com/t5/PRODUCT-IDEAS/idb-p/practicemanagementideas

The Product Ideas section is closely monitored by management and popular ideas can also be voted on by the community.

Regards,

Phil Carter / OrthoTrac Escalations

View solution in original post