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CS Dental Employee
CS Dental Employee

TIP: Database Fields are a great way to track additional patient information

The Database Fields function in OrthoTrac enables you to track patient-related information that is not already tracked by the software, such as a hobby, school attended, sports played, demographic information, and so on. This information is used by Contact Experts when running reports.

 

To add database field information:

  1. Click Maintenance/Set-up and select Database Field Maintenance, or select Functions > Maintenance/Set-up > Database Field Maintenance from the menu bar.

  2. To add a new database field to the current list, double-click <Add New Database Field>. The Add Database Field window is displayed.

  3. Type the database field name in the field and click OK, or click Next to add additional database fields. When finished, click OK to return to the Database Field Maintenance window.

  4. To add a new option to a database field, select the database field name and then double-click <Add New Answer> in the Database Field Options section. The Add Options window is displayed.

  5. Type the option information in the field and click OK, or click Next to add additional options. When finished, click OK to return to the Database Field Maintenance window.

  6. Click Close.

To add patient interests to the patient chart:

  1. Click the Database Fields button. The Database Fields window is displayed.

  2. Select the question type from the drop-down list in the Question field and press Tab. The Answer field becomes active.

  3. Use the drop-down list in the Answer field to select an answer, or select <Add New Option> to enter a new answer. The Add Options window is displayed.

  4. Type an answer in the field and click Next to enter additional answers, or click OK to add the answer and close the window.

  5. Scroll to the bottom of the drop-down list to select the answer you just added and press Tab. The Date field is populated with the current date, and you can select a new question, if needed.

  6. Click OK to close the Database Fields window.

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