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.

Choose Your Settings

1. Open Schools Editor - Home ribbon bar > Tools section > Editors > Patient / Responsible Parties > Schools. (You can also use the Search field to look for the editor you want to work with.)

   

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 - Your list of existing records appears at the left. Scroll through the list, and click the record to work with. Then review and edit the details. If not all your records appear in the list, you can enable the Show Inactive option to see them.

   

   Create a New Record - Click New, 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.

   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 your Patient and Responsible Party records, your Employer, Assistant, Dentist, Referrer, and Insurance editors, 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. 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.

   

More Information

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.