School Editor

Select Editors from the Tools section of the Home ribbon bar. Then, from the Patient / Responsible Party section, open the Schools editor. (You can also use the Search field to look for the editor you want to work with.)

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.

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.

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.

Run a Patients By School report to obtain a list of your patients, grouped by the school they attend. You may run the report for specific statuses, or include patients in all statuses in the report. You may choose to run the report for an individual doctor and/or office, or include all orthodontists and offices on the report. See "Patients by School Report" for details.