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karenecalefdmd
Canine III

Today's Appointment in Patient Chart

Version 14 Today's Appt in Patient Chart:

We are struggling with the fact that there is no way to change the Appt Type (color and word coded) in the version 14 Patient Chart.  Even after changes to the Procedures, the Appt Type did not change.  

This is important for us if the patient is booked for IR and then the doctor or patient decide to just do a Pano.  We can eliminate the procedure codes, but it will still post as if they had an IR in the patient chart. 

Or a patient is booked for a routine monthly visit (blue) and comes in with bracket off.  We may only have time to rebracket, and therefore want it to post as Band & Bracket appt (with no monthly visit done).

It seems excessively cumbersome for an assistant to have to "reschedule" the appointment before sending it to the front desk for check out.  Why isn't there a link in the version 14 patient chart to change the Appointment Type?

Are we missing something here?  No other office has complained about this yet? 

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Moderator
Moderator

Re: Today's Appointment in Patient Chart

Good day Kathy (karenecalefdmd‌),

By default, OrthoTrac will pull the description of the primary procedure code attached to the scheduled appointment and use that as the "visit description" line for the entry recorded in Tx History.  If the procedures for that appointment type are changed during the process of seeing the patient, the original appointment type's description will still be used for the Tx History entry.  This has been confirmed as a defect and will be corrected in a future version of OrthoTrac.  It took some time for us to identify this issue because there was no "visit description" line in the original Charting -- this entry is specific to the new Charting. 

Regards,

Phil Carter / OrthoTrac Escalations

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karenecalefdmd
Canine III

Re: Today's Appointment in Patient Chart

Phil,

We have found a work around by using Function, Maintenance/SetUp/Charting Maintenance/Use Original TxCard. After notations in patient chart they have to go back and unclick Use Original TxCard, it is cumbersome for the assistants, but at least it avoids an incorrect posting of appointment and editing afterward.

We look forward to the next version that corrects this.

Kathy

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