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CS Dental Employee
CS Dental Employee

ORTHOTRAC TIP: Adding a family member shortcut

Did you know that you can link your responsible parties or even add a responsible party as a patient and save a step when entering in a new patient record?    Start at the patient look up icon, and click "add new" - then up on the top click on "special".   You will see 4 choices:

Patient is self responsible

Family member is a patient (link responsible parties)

Add existing responsible party as a patient

Add existing family as patient

Using this shortcut will transfer the information in for you and save some time!