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bperez
Canine II

Orthotrac Tx Card Functionality Questions

After using the latest version for a few weeks, we have found several things that we have questions regarding or would like provide feedback on for potential updates in the future. 

1.) In the upper right hand portion of the tx card where the patient's information is located (gender, DOB, etc) the doctor field is blank. It just shows "Doctor : " making a quick glance to determine who the patient's dentist is not possible like it was in previous versions of Orthotrac. Also in the previous versions, you were able to click the doctor's name if they had an email address inputted to quickly send an email without needing to go to the Rolodex.

2.) When clicking on the "tooth box" icon in the upper right hand section of the tx card, it would be helpful to have the dentist email address added as a hyperlink like in previous versions or like the patient's contact "phone box". Without it, it can make sending documents/images from the chart unnecessarily longer if it is to a dentist you do not have saved in your address book of email program (Outlook). 

3.) We have experienced frequent issues where the following items in the new patient's chart do not actually click open when pressed: patient or responsible party's email address in "phone box" and items in the documents tab (where mechanics/documents/events/aligner tracking is located). Sometimes these buttons work, sometimes they don't. 

4.) When overlooking a completed "initial or recall" Questionnaire, we are unable to read all that was written in the "doctor's comments" section. You can only see the words that fit the width of the outlined box, it does not continue on an additional line underneath as it used to in the past. To review the remaining information, you have to execute the questionnaire.

5.) In the new treatment card, the notes or "treatment history" entries do not display colored fonts. We have noticed that it will only if the notes are long enough to prompt a "read more" view. It is incredibly helpful to be able to see these colors in all views when searching back in an established patient's chart. Our office uses certain colors when the notes apply to certain situations/communications like with communicating with pt/family, separate color for insurance related notes, another color when fees are discussed, etc. 

6.) Light bar stays on top of all programs. Hopefully this is just a setting we can adjust. It seems to glitch at times when closing Light bar out as a whole, leaving a black light box shape covering that area and no way of removing it without restarting computer. 

If anyone can provide any direction to any of these issues, please share your insight

Also, feel free to add your own questions regarding the tx card update here! Maybe we can help others with similar questions find all their questions answered here in the future. 

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5 Replies
Moderator
Moderator

Re: Orthotrac Tx Card Functionality Questions

Good day Jessica (bperez‌),

Thank you for your feedback! Let me answer these in order:

1 and 2:  Both of these have already been mentioned by multiple offices as an item they would like to see added back in a future version so they are likely to reappear soon. 

3.  We will need more information on the circumstances where these occur.  We have had no other reports of any buttons not functioning.  Can you provide specifics?  What exactly is being done when the issue is occurring?  Is it happening on a specific workstation, or all workstations?  

4.  This item has already been mentioned by multiple offices and will be corrected in a future version. 

5.  Colors in the main Treatment History screen will not display due to a programming limitation in the control used to build that window.  Colors will still be visible when clicking "View All" to view all treatment entries or, as you mentioned, when a "Read More" link appears for the item due to its length.  Development has had enough feedback regarding this complaint that they are investigating alternate methods to display the window in a future version. 

6.  The stand alone Light Bar can be configured to uncheck the "Always On Top" option.  To do so, right click the Light Bar 2.0  icon in the system tray  (this one here):

Then uncheck the box for "Always On Top".  When you open Charting, it will then open on top of the Light Bar. 

I am tagging the OrthoTrac Development manager r.alfieri and designer jdickens  to make sure they are aware of this feedback, as well as the OrthoTrac Product Line Manager  uriyahrobinson

Regards,

Phil Carter / OrthoTrac Escalations

bperez
Canine II

Re: Orthotrac Tx Card Functionality Questions

Thank you for the responses, prcarter!

3. After testing this on a few other workstations, I think I got to the bottom of it. When a patient's chart is loaded and you are selecting the "charting" icon, you have the option of choosing either "comment only charting" or "edit charting". If selecting "comment only charting", we are unable to click and view the documents unless going through "Imaging" tab. Nothing happens when you click either the documents title or the icon to the left in the main treatment card area.

Also, unable to select the patient/responsible party's email address under "comment only charting". It is still underlined like a hyperlink, just nothing happens when you click it.

The thought never crossed my mind it could be related to "comment only charting" as you were able to email and view documents (although via "imaging" since it was the only option to access this information) in previous Orthotrac versions.  I will get in the habit of always selecting "edit charting" from this point forward.

Moderator
Moderator

Re: Orthotrac Tx Card Functionality Questions

Good day Jessica (bperez‌),

I have finally been able to test a bit and have confirmed this as a defect in the new Charting.  Thank you for providing the additional information needed. You have already figured out the workaround, which is to select "Edit Charting" generally.  Keep in mind you can also view documents by clicking on the Imaging tab, even in Comment Only Charting.  They are just not viewable when clicking the Documents sub-tab on the main Tx Card tab.  

Regards,

Phil Carter / OrthoTrac Escalations

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braceslc
Canine II

Re: Orthotrac Tx Card Functionality Questions

Can you also please add the copy/paste option back to treatment card in Version 14?  We have had to revert to old treatment card because we copy and paste from the questionnaire into notes. 

Thanks, Laurie 

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Moderator
Moderator

Re: Orthotrac Tx Card Functionality Questions

Good day Laurie (braceslc‌),

As it happens, I have just finished writing up a new knowledge page about this.  Copy and paste functionality has not been removed from Treatment Card, there just is not a right-click menu available.  We will be readding this right-click menu functionality in a future version, but in the meantime, you can still copy and paste by using the standard Windows keyboard shortcuts of CTRL-C for Copy and CTRL-V for Paste.  Please see this page for more detailed information:

OrthoTrac: Version 14 - Unable to Right Click for Copy and Paste Options in Multiple Charting Areas 

Regards,

Phil Carter / OrthoTrac Escalations