School List

Use the School table to maintain the list of schools attended by your patients. The table includes the name, address, phone number, and several user-defined fields.

Choose Your Settings

1. Open School Table - ViewPoint main menu > System Tables > Patient > School.

   

   You can also open your School table by clicking the G button beside the School field on the Milestones tab of a patient folder.

2. Create or Edit School Record - Choose an existing record, or create a new one. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

   Select Existing Record - Choose an existing record from the drop down list at the bottom of the window, then edit the details as needed. You can also click Previous and Next to advance through all your choices. You can enable either the Show All or Show Active Only option to include / exclude inactive records in the dropdown list and Previous / Next toggle.

   

   Create a New Record - Click New (or press Alt+W on your keyboard), then enter the details for your new record.

   

3. School Details - Select a record to work with. If you just created a new school, that record is selected automatically.

   

   Name, Address, Email and Pone - Enter the school name, as well as the address and phone number. If you select the zip code from the drop down list while the city and state fields are blank, the appropriate city and state will be filled in for you automatically. Also note that electronic insurance submission requires the state be entered in standard 2-letter postal abbreviation format. (See "Set Up Zip Code List" for details about entering your local cities, states, and zip codes.)

   User-Defined Fields - Use the User Defined Fields table to set up the captions, or names, of unique fields available in several types of records, including your Patient and Responsible Party records, your Employer, Assistant, Dentist, Referrer, and Insurance tables, your Office Contacts list, and your patient identification fields. You can use these fields to track any sort of information you deem necessary. See the "School User Defined Fields" in your User Defined Fields editor for details. We suggest you customize these fields to include a contact name, and information about upcoming breaks in the year (i.e. Winter Break, Spring Break, Last Day).

   Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

4. View Patient List - Click View Patient List at the bottom of the window to view and optionally print the list of patients assigned to this school.

5. Save Your Changes - Click Exit to save the changes you have made and close the editing window.

More Information

Print - Click Print to send the list to your printer.You may also want to print the list as a report. See "School List" for details.