Set Up School List

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

How to Get Here

• Home ribbon bar > Editors > Patient / Responsible Parties > Schools. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select Patient / Responsible Parties in the list at the left, and choose the Schools option.

  

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Setup

• Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.

   

  

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• Display active / inactive records - You can choose whether to include inactive records in your list by enabling / disabling the Show Inactive option.

   

  

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• Create new school - Click New. Then enter the school's details, described below.

   

  

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• Edit school - Select a record to work with. If you just created a new school, that record is selected automatically. If you cannot find the record you are looking for, enable the Show Inactive option at the top of the list to include both active and inactive records.

   

  

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  • Name, address, e-mail & phone - Enter the school name, as well as the address and phone number.

  • User-defined fields - Use the User Defined Fields editor to set up the captions, or names, of unique fields available in several types of records, including fields in your Patient and Responsible Party records, your Employer, Assistant, and Insurance editors, your Office Contacts list, and your patient identification fields. See "Set Up User Defined Fields" for details. We suggest you customize the school user-defined fields to include a contact name, and information about upcoming breaks in the year (i.e. Winter Break, Spring Break, Last Day).

  • Inactive flag - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients.

Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

• Patient Set Up
  • Alert Editor
  • Appliance & Destination Editor
  • Contact Category Editor
  • Custom Response Editor
  • Dentist & Other Professional Editor
  • Employer Editor
  • History Category Editor
  • Other Referrers Editor
  • Patient Code Generation Protocol
  • Professional Types Editor
  • School Editor
  • Search Options
  • Status Editor
  • User Defined Field Editor
  • Zip Code Editor

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