The Complete Patient History form details the appointments, transactions, correspondence history items, and patient history notes that have been generated for a patient. You can select the type of data to include in the history, and print a report of the information.
ViewPoint shortcut menu > View > Complete Patient History. (Or, press Alt+V on your keyboard to open the View menu options.)
If a patient folder was not already open when you initiated the Complete Patient History, you use Fast Find to select the patient to work with.
Review data - Use the check boxes at the bottom of the window to select/deselect the types of information to include on the form. The records are color-coded for easy reference.
Appointment data is orange.
Correspondence History items are blue.
Financial transactions are tan.
Phase changes are pink.
Appliances that have been returned are green.
Notes are yellow.
Future transactions - Use the checkbox at the bottom of the window to Include / exclude future transctions on the form. If this option is disabled, only contract charges that have fallen due will be included on the form.
Sort items - Click a column heading to sort the items by date, type of event, or description.
Notes - Right-click a record to add or delete a note, The notes that appear on the Complete Patient History form also appear on the Pat. Hist. Notes tab of a patient's notepad, and optionally in the patient's See "View Treatment Chart" for details. You can also add patient history notes from the Treatment Chart.
Print - Click Print to generate a report of the Complete Patient History form for this patient.
Changes you make to any data in the Complete Patient History, with the exception of notes, are not saved once you exit and re-enter the form.
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