Set as Ortho Patient

When a patient is specified as an ortho patient, they receive ortho-specific treatment because scheduling, clinical aspects, and billing are completed differently. If a patient is an ortho patient, you must indicate their current set as it tracks their progression through their treatment.

To set as an ortho patient:

1. Select a patient and open the Patient Info window > Codes tab.
2. Review the patient’s details, including Patient Alerts, Office Codes, Custom Fields, and Custom Info sections.



3. Click Ortho... to display the Ortho Patient Information window.

Tip: You can also display the Ortho Patient Information window from the Patients window > Patient Card window > Ortho Information () icon.



4. Select the Is Ortho Patient checkbox to enable the Ortho Set field.

Note: To remove an ortho program, deselect the Is Ortho Patient checkbox.

5. Next to the Ortho Set field, click the ellipsis to select a code.
6. Click OK.