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Moderator
Moderator

Re: How should we improve OrthoTrac?

Good day Laura(sundberg101),

The request for being able to enter autopayments for frequencies other than just monthly) has been requested many times previously and is in the works for a future version of OrthoTrac.   Tagging Nicole (ndraxler35‌) since she asked about this as well. 

Regarding your other comments:

-- Copy and paste functionality in v14 Charting has not been removed.  Copy and paste is still available by using the keyboard shortcuts CTRL-C to copy and CTRL-V to paste.  However, we have heard the feedback that offices would like a context sensitive right-click menu to be able to choose copy and paste that way, and that will be added in a future version. 

 

-- Allowing notes in the ledger to be edited:  This request has been made many times previously (as you mentioned) and has always been denied as allowing wide-scale editing of previous ledger lines would create legal issues.  However, Development is considering allowing clients to edit ledger comments that were made the same day, similarly to what is available in Charting.  This will likely be added in a future version.

-- Your comments on the tooth chart are excellent suggestions.  Tagging uriyahrobinson‌ and r.alfieri‌ to make sure they are aware. 

Regards,

Phil Carter / OrthoTrac Escalations

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ndraxler35
Canine II

Re: How should we improve OrthoTrac?

Thank you very much!!

Nicole Draxler

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Re: How should we improve OrthoTrac?

Phil,

Thanks for your help.   I do have one other request.  

There are many times during the day that multiple patients are being scheduled at the same time.   We have had several occasions where the same appointment is offered to two different patients at the same time, and when the appointment is finalized, one appointment can't be scheduled.  This becomes frustrating when the phones and office are busy!

Is there a way to somehow block the appointment from being clicked on if someone else has already clicked on it to schedule?

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bracemom35
Canine III

Re: How should we improve OrthoTrac?

Is this under the aligned tracking or it that something else??

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nicebite
Canine II

Re: How should we improve OrthoTrac?

When adding a new patient's RP If there is no Home phone (just a mobile) no number is pulled through nor is an email address. It would be helpful if the existing email address and the mobile were pulled through and adjusted if necessary.

Emailing x-rays and documents (which are already PDFs) should be easier than exporting and saving them to the desktop then attaching them to an email.

It would be useful if contracts could be entered as drafts and activated when the patient starts treatment. WE have instances where a patient confirms their appointment the day before and we enter the contract only to no show on the day and then cancel treatment.

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Moderator
Moderator

Re: How should we improve OrthoTrac?

Good day Dr. Spannhake (spannhakeorthodontics‌),

We have had similar requests from offices before but unfortunately this is not possible. When an appointment is being scheduled, OrthoTrac does not actually write anything to the database until the appointment is finalized; until then, everything is kept in a temporary record just on the user's PC. Thus, we can't prevent that specific schedule slot from being written to just because somebody is currently in the process of booking it. We also can't "lock" the schedule across the board while it is being accessed by one user, because that would prevent users even from scheduling appointments in *different* slots on the same day at the same time. This would cause more problems than it would prevent.

I have rarely heard of offices who run into issues with two different people trying to schedule the same appointment slot at the same time.  Those who have, have usually rectified the problem by limiting the ability to schedule appointments to only staff who are always in communication with each other (sit next to each other at the front desk, etc.), or only scheduling appointments when the patient is being checked out, or otherwise improving staff communication. 

Regards,

Phil Carter / OrthoTrac Escalations

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Moderator
Moderator

Re: How should we improve OrthoTrac?

Good day Heather (bracemom35‌), 

Version 14 of Charting has a Mechanics tab which allows you to record upper and lower archwire information as well as Appliance information:

Additionally, the "Aligner Tracking" tab allows you to track aligners separately:

Regards,

Phil Carter / OrthoTrac Escalations

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bracemom35
Canine III

Re: How should we improve OrthoTrac?

Ya were looking for lab tracking like from impression to delivery so you know if the appliance is fabricated or still in lab etc.

Thanks heather

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Moderator
Moderator

Re: How should we improve OrthoTrac?

Good day Denise (nicebite‌),

Functionality for all of these is already present in OrthoTrac. 

1.  During the patient add process, when adding the RP, checking the box "Patient Is Responsible Party" will pull in *all* information that was already entered for the patient.  This includes all phone numbers attached to that patient as well as any email addresses attached.  If this box is left unchecked it is assumed that the RP is not in fact the patient and therefore you must enter their information separately.  We cannot pull in patient phone number, email address, etc., if the patient is not the RP. The boxes "Same Address", "Same Last Name" and "Same Home Phone" can be used to pull in that information which was already entered for the patient even if the RP is not the patient themselves, because all three of those items could conceivably be shared by both the patient and the RP even if they are not the same person.

When adding a responsible party after the initial patient add process, again you can use the option "Patient Is Responsible Party" to auto-load the information already entered for the patient. Again, if you choose a regular responsible party add, no information will be prepopulated by design. 

2.   Emailing X-rays and documents from CSOI can be accomplished by selecting the item you wish to email and then clicking the envelope icon on the CSOI toolbar.  If this icon is grayed out it indicates you do not have a default email client set on the PC.  Please contact Imaging Support for additional assistance with this function. 

3.  This can be handled through the use of Pending contracts.  To create a contract as Pending, enter a future date in the "Initial Fee Due Date" field during the entry of the contract.  The contract will then show as Pending and not be on the books until it is activated.  There are several ways to activate a pending contract and they are covered in the following knowledge article:    . 

Regards,

Phil Carter / OrthoTrac Escalations

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