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OrthoTrac *OrthoTrac: What's New Video v14.0 - This recorded class is designed for all team members and provides an overview of new features in CS OrthoTrac software version 14.0. By the end of this class, you should recognize that Band Date has been replaced by Start Date; be familiar with the redesigned Treatment Card and default Stand Alone Lightbar setting; and know how to interpret shading in the Scheduler, how to save changes to the Patient Information Card, and how to edit Collection Letters from the Collections Activity window. (8 min) Click here to start this course  CS OrthoTrac: Adding a 3D Screenshot Image to a Letter Job Aid - This two-page job aid is for all team members and lists the steps to add a 3D screenshot to a letter in OrthoTrac. Click here to start this course CS OrthoTrac: Adding an Image to a Letter Job Aid - This one-page job aid is for all team members and lists the steps to add an image to a letter in OrthoTrac. Click here to start this course CS OrthoTrac: Adding an Image to a Letter Template Handout - This five-page handout is for all team members and lists the steps to add an image to a letter template in OrthoTrac. Click here to start this course OrthoTrac Softare: What’s New Video v12.0 - This recorded class is designed for all team members and provides an overview of new features in CS OrthoTrac software version 12.0. By the end of this class, you should be familiar with the new look of the software and with the new features related to Lookup, Roladdress, Charting, Light Bar, Reports, Financials, Word Processing/Communications, and Insurance. (20 minutes) Click here to start this course OrthoTrac Software: What's New: The Zuelke Module and Updated Collections Module - This recorded class is designed for all team members and provides an overview of new features in CS OrthoTrac software version 12.3. By the end of this class, you should be familiar with the new Zuelke Financial Module, and with the new enhancements added to the Collections Activity for non-Zuelke users. (9 minutes) Click here to start this course OrthoTrac: Additional Enhancements for v10.0 Recorded Class - This beginning-level recorded class is designed for all front office staff members and provides a general overview of the additional enhancements in OrthoTrac practice management software OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to identify changes to Patient and Carrier Lookup windows; recognize time clock report enhancements; edit Roladdress Cards; recognize Point-of-Care module enhancements; recognize Word Processing module enhancements; search for for a range of dates of collection dates; identify changes to auto payments; and identify when new mail has arrived. (8 minutes) Click here to start this course Orthotrac: Charting Maintenance Recorded Class - This recorded class is designed for all team members and provides instructions for doing charting maintenance. By the end of this class, you should be able to do charting maintenance.(8 minutes) Click here to start this course OrthoTrac: Charting the Basics Recorded Class - This recorded class is designed for all team members and provides an overview of the charting module in the OrthoTrac practice management software. By the end of this class, you should be able to access the chart and understand the basics of the charting module. (18 minutes) Click here to start this course OrthoTrac: Checking Patients Out Class Playback! - This beginning-level class is designed for all team members and provides instruction on checking out patients in CS OrthoTrac practice management software. By the end of this class, you should be able to check a patient out, generate the no show report, and configure checkout options. This class was recorded by a certified trainer in April of 2016. (20 minutes) Click here to start this course OrthoTrac: Completing End of Day Tasks Class Playback (ARCHIVED 2/10/21) - This beginning-level playback is designed for all team members and provides instruction completing end of day tasks in OrthoTrac software. By the end of this class, you should be able to print the No Show list, close the Daysheet, and print the Scheduled Appointments and Daily Collection reports. This class was recorded by a certified trainer in September of 2019. (30-minutes) Click here to start this course OrthoTrac: Creating eForms Handout - This seven-page handout is designed for all team members and provides instructions on eliminating wasteful paper and ink costs, increases productivity and profitability. No more paper forms, clipboards, or pens with flowers taped to them! Get the necessary information fast, with 100% accuracy, by using online patient registration with eForms. Click here to start this course OrthoTrac: Creating Procedure Codes Recorded Class - ARCHIVED Aug 2021 - This recorded class is designed for all team members and provides instructions for creating procedure codes in OrthoTrac practice management software. By the end of this class, you should be able to identify the functions of procedure codes, create and modify procedure codes, and determine procedure code settings. (17 minutes) Click here to start this course OrthoTrac: CS Boost: Getting Started Guide_archive_5/27/2022 - This guide is intended for users of the CS OrthoTrac software in a hosted (cloud) environment, and provides instructions for getting started with the CS Boost mobility application. CS Boost enables you to access key patient and appointment information, based on your OrthoTrac records, from your iPhone®,iPad®, AndroidTM tablet or smart phone, or the Google ChromeTM browser. Click here to start this course OrthoTrac: End of Day Tasks Recorded Class - This recorded class is designed for all team members and provides instruction on end of day tasks in the OrthoTrac practice management software. (14 mins) Click here to start this course OrthoTrac: Entering Contracts and Payment Plans Recorded Class - This recorded class is designed for clinical team members. It provides instruction on how to enter contracts and create payment plans in OrthoTrac. (6 minutes) Click here to start this course OrthoTrac: E-Services Enhancements for v10.0 Recorded Class - This recorded class is designed for all front office staff members and provides a general overview of the electronic services enhancements in the OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to use the Internet for credit card service; use ACH (bank draft) service; identify claim status functionality added to real time transaction services; recognize improved CareCredit (v2.8) payment plans and a more streamlined integration; and use the enhanced workflow for the credit card service. (7 minutes) Click here to start this course OrthoTrac: Generating Insurance Reports Recorded Class - This recorded class is designed for all team members. It provides instruction on generating insurance reports in the OrthoTrac practice management software. (5 minutes) Click here to start this course OrthoTrac: Getting Started with Automated Statements Recorded Class - This recorded class is designed for all team members and provides instruction on how to get started using Automated Statements with OrthoTrac practice management software. By the end of this class, you should be able to configure system setttings, customize account settings, and generate and transmit automated statements. (5 minutes) Click here to start this course OrthoTrac: Getting Started with Automated Statements Recorded Class - This recorded class is designed for all team members and provides instruction on how to get started using Automated Statements with OrthoTrac practice management software. By the end of this class, you should be able to configure system settings, customize account settings, and generate and transmit automated statements. (5 minutes) Click here to start this course OrthoTrac: Getting Started with eVerifications Recorded Class - This recorded class is designed for all team members and provides instruction on how to get started using eVerifications with CS OrthoTrac practice management software. By the end of this class, you should be able to configure eVerifications, confirm benefits, and check the claim status of previously submitted eClaims. (3 minutes) Click here to start this course OrthoTrac: Getting Started with Procedure Codes Recorded Class - ARCHIVED Aug 2021 - This beginning-level recorded class is designed for all team members using the OrthoTrac practice management software. This class explores the basic elements to get started with procedure codes. By the end of this class, you should be able to sort and search the procedure code list, add procedure codes, edit procedure codes, and delete procedure codes. (12 minutes) Click here to start this course OrthoTrac: Importing Images to the Cloud Job Aid - This two-page job aid is designed for all team members and provides instructions for saving images on your computer locally and then importing them to the CS Cloud. Click here to start this course OrthoTrac: Initial Training Workbook - This training workbook is designed for all OrthoTrac practice management software users and provides instructions and practical application exercises on the features and functions of the software. Users are encouraged to use this workbook to supplement formal training. This workbook can be used before, during, and after training. Click here to start this course OrthoTrac: Installing and Updating the Software Recorded Class - This recorded class is designed for technical support and provides instruction on installation and updating the OrthoTrac practice management software. (1hr 12mins) Click here to start this course OrthoTrac: Making a Charge Adjustment Help Demo - This help demo is designed for all team members. This demo demonstrates how to post a charge adjustment in OrthoTrac practice management software. (2 min) Click here to start this course OrthoTrac: Making a Collectable Write-Off Adjustment Help Demo - ARCHIVED March 2020 - This help demo is designed for all team members. This demo shows how to make a collectable write-off adjustment in OrthoTrac practice management software. (3 minutes) Click here to start this course OrthoTrac: Making a Courtesy Discount Adjustment Help Demo - This help demo is designed for all staff members, and demonstrates how to make Courtesy Discount adjustment in OrthoTrac practice management software. (2 min) Click here to start this course OrthoTrac: Making a Location Change Adjustment Help Demo - This help demo is designed for all team members. This demo demonstrates how to move a patient's balance from one location to another in OrthoTrac practice management software. (1.5 min) Click here to start this course OrthoTrac: Making a Refund/Over-payment Adjustment Help Demo - This help demo is designed for all staff members, and demonstrates how to make Refund/Over-payment adjustment in OrthoTrac practice management software. (2 min) Click here to start this course OrthoTrac: Making a Transfer Adjustment Help Demo (ARCHIVED March 2021) - This help demo is designed for all team members. This demo shows how to make an insurance to responsible party transfer adjustment in OrthoTrac practice management software. (2 minutes) Click here to start this course OrthoTrac: Making an Aging Adjustment Help Demo - This help demo is designed for all staff members and demonstrates how to make an Aging Adjustment in OrthoTrac praceice managament software. (2 min) Click here to start this course OrthoTrac: Navigating the Imaging Software Recorded Class - This beginning-level, recorded class is designed for all team members and provides a guided overview of the main features in Orthodontic / OMS Imaging software. By the end of this class, you should be able to navigate the image chart window, identify applicable hardware interfaces, and access online help. (15 minutes) Click here to start this course OrthoTrac: Navigating the Software Class Playback! - This beginning-level class playback is designed for all team members and provides instruction on navigating CS OrthoTrac software. By the end of this class, you should be able to log in, navigate main menu items, change your password, and clock in and clock out using the time clock. (18 minutes) Click here to start this course OrthoTrac: Patient Flow Enhancements for v10.0 Recorded Class - This beginning-level recorded class is designed for all front office staff members and provides a general overview of the patient flow enhancements in OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to view procedure codes on the Patient Flow Grid; bypass the Change Patient’s Location pop-up window; use the Patient Flow Check-In Message feature; create a customized Welcome Screen; and view a Patient’s Common Name in the Patient Flow Grid. (11 minutes) Click here to start this course OrthoTrac: Patient Flow Module V9.0 Recorded Lesson - This recorded lesson is designed for all office staff members and provides an overview of the new administrative features in OrthoTrac practice management software patient flow module. By the end of this lesson, you should be able to change the patient check-in background, add a new patient alert, customize the patient flow grid, and select Lightbar options. (13 minutes) Click here to start this course OrthoTrac: Planning for a Chartless Practice Handout - This handout is for all orthodontic teams that are planning to transition to a chartless practice using OrthoTrac practice management software and CS orthodonitc imaging software. It takes planning and preparation. This handout, designed as a checklist, identifies several components that can be managed electronically in the software. Use this checklist to prioritize the components that you would like to manage electronically rather than manually or on paper. Click here to start this course OrthoTrac: Point-of-Care Module V9.0 Recorded Lesson (Archived 2/4/21) - This recorded lesson is designed for all clinical staff members and introduces OrthoTrac practice management software point-of-care module. By the end of this lesson, you should be able to launch the point-of-care module, use patient flow, view patient information, and view the charting module. (17 minutes) Click here to start this course OrthoTrac: Post Charges, Payments and Adjustments Recorded Class - This recorded class is designed for all team members and provides instruction on posting charges, payments and adjustments in the OrthoTrac practice management software. (8 mins) Click here to start this course OrthoTrac: Posting a Current Balance Adjustment to Remove a Credit Balance Help Demo (ARCHIVED Jan 2020 - Flash) - This course was developed with Flash technology and is no longer available. Refer to the Course Catalog for current content. This help demo is designed for all Ortho team members. This demo shows how to post a current only balance adjustment to remove a credit balance on a contract in OrthoTrac practice management software. (2 minutes) Click here to start this course OrthoTrac: Posting Bulk Insurance Payments Recorded Class - This recorded class is designed for all team members. It provides instruction on posting bulk insurance payments in the OrthoTrac practice management software. (5 minutes) Click here to start this course OrthoTrac: Posting Insurance Adjustments Recorded Class - This recorded class is designed for all team members. It provides instruction on posting insurance adjustments in the OrthoTrac practice management software. (7 minutes) Click here to start this course OrthoTrac: Scheduling Appointments and Recalls Class Playback! - This beginning-level playback is designed for all team members and provides instruction on scheduling appointments and recalls in CS OrthoTrac software. By the end of this class, you should be able to schedule an appointment, edit and cancel appointments, add a recall appointment, and print the daily schedule. (21 minutes) Click here to start this course OrthoTrac: Scheduling Enhancements for v10.0 Recorded Class - This recorded class is designed for all front office staff members and provides a general overview of the scheduling enhancements in the OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to recognize enhancements to the schedule display; change the schedule doctor on a schedule day; add calendar days; update treatment plan appointment types; print business card appointment tickets; and print laser tickets in portrait or landscape mode. (9 minutes) Click here to start this course OrthoTrac: Setting Up Insurance Recorded Class - This recorded class is designed for all team members. It provides instruction on setting up insurance in the OrthoTrac practice management software. By the end of this class, you should be able to set up insurance claim options, set up insurance procedure codes, and add and modify insurance carriers. (17 minutes) Click here to start this course OrthoTrac: Setup Auto Payments Recorded Class - This recorded class is designed for all team members and provides instruction on setting up auto payments in the Orthotrac practice management software. (4 mins) Click here to start this course OrthoTrac: Updating Your Procedure Code List Handout - This handout is designed for doctors, office managers, and decision-makers using OrthoTrac practice management software. It provides instructions about how to update your procedure code list. Click here to start this course OrthoTrac: Using Automated Statements Playback! - This beginning-level playback is designed for all team members and provides instruction on using Automated Statements in CS OrthoTrac practice management software. By the end of this class, you should be able to generate batch of eStatements, understand the statement preview screen, and transmit eStatements, and retrieve and view reports. (4 Minutes) Click here to start this course OrthoTrac: Using Keyboard Shortcuts and Tips Job Aid - This two-page job aid is designed for all team members using OrthoTrac practice management software. It is intended to summarize useful keyboard shortcuts and tips to increase efficiency while navigating the software. Click here to start this course OrthoTrac: Using Patient Flow Recorded Class - This beginning-level, recorded class is designed for all team members and provides instruction on using the Patient Flow module in CS OrthoTrac practice management software. By the end of this class, you should be able to access Patient Flow in the software, understand the Patient Flow Grid, check in a patient manually, understand the patient self-check-in process, change a patient’s location in Patient Flow, understand the right-click options in Patient Flow and the Light Bar, and check out a patient from Patient Flow. (17 min) Click here to start this course OrthoTrac: Using the Document Storage Feature Recorded Class (Archived 2/4/21) - This beginning-level recorded class is designed for all front office staff members and provides steps for using the document storage feature in the OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to set up the document storage feature; save documents with the storage feature; scan documents; move a scanned document; and view archived documents. (14 minutes) Click here to start this course OrthoTrac: Using the Electronic Signature Feature Recorded Class (Archived 2/4/21) - This recorded class is designed for all front office staff members and provides a steps for using the Electronic Signature feature in the OrthoTrac practice management software. By the end of this class, you should be able to capture a patient's or responsible party's signature using a signature pad or tablet; insert a Patient Signature Merge Field into a letter; capture staff signatures; and insert a Staff Signature Merge Field into a letter. (8 minutes) Click here to start this course OrthoTrac: Using the Financial Estimator Tool Recorded Class - This recorded class is designed for all team members and provides instruction on using the Financial Estimator tool in CS OrthoTrac practice management software, version 15.0. By the end of this class, you should familiar with the new Financial Estimator tool, and be able to configure default settings, customize discount types, and create a treatment proposal. (12 min) Click here to start this course OrthoTrac: Using the Finger Print Scanner Recorded Class (Archived 2/4/21) - This recorded class is designed for all front office staff members and provides a list of steps to use the Finger Print Scanner in the OrthoTrac practice management software. By the end of this class, you should be able to scan a fingerprint; update a fingerprint; verify a fingerprint; remove a fingerprint; use a fingerprint scanner to check-in a patient; log-in using a fingerprint scanner; perform a log-in security override using a fingerprint scanner; and use the fingerprint scanner to change Timeclock status. (13 minutes) Click here to start this course OrthoTrac: Using the PEARL Module Recorded Class (Archived 8/18/21) - This beginning-level, recorded class is designed for all team members and provides an overview of the OrthoTrac Practice Expert and Report Library (PEARL) Module. By the end of this class, you should be able to identify the basic uses of the PEARL module and view the data available using the PEARL module. (13 minutes) Click here to start this course OrthoTrac: Using the Roladdress Recorded Class (Archived 7/29/21 Due to Flash BC) - This course is old and has now been archived. Please refer to the updated Roladdress course in the Course Catalog. This beginning-level recorded class is designed for all team members and explains how to use the Roladdress in the OrthoTrac practice manangement software. By the end of this class, you should be able to view a card in the Roladdress, add a card to the public section, edit and remove cards in the public section, edit cards in other sections, and print labels from the Roladdress. (13 minutes) Click here to start this course OrthoTrac: Using the To Do List Recorded Class - This recorded class is designed for all team members and provides instruction on using the To Do List in the OrthoTrac practice management software. (3 mins) Click here to start this course OrthoTrac: Using the Tooth Chart Recorded Class - This beginning-level recorded class is designed for all team members and provides instruction on using the Tooth Chart in CS OrthoTrac practice management software. By the end of this class, you should be able to navigate the Tooth Chart, understand tooth right-click options, change the numbering system, draw elastics, and add tooth information. (8 min) Click here to start this course OrthoTrac: Using the Treatment Card Recorded Class - This recorded class is designed for all team members and provides instruction about using the redesigned Treatment Card in CS OrthoTrac practice management software, version 14.0. By the end of this class, you should familiar with the new interface redesign, and enhancements made to the Patient Information section, TX Card tab, Tooth Chart tab, Questionnaire tab, Notes tab, and Imaging tab; as well as the new Patient Insight Panel and Combo Boxes. (13 min) Click here to start this course OrthoTrac: Utilizing the Experts Recorded Class - This recorded class is intended for all team members and provides instruction in Utilizing the Experts in OrthoTrac. By the end of the class you should be able to understand Office Expert Parameters, Accessing Experts, Viewing Lists, Contact Expert, and Previously Saved Searches. (7 minutes) Click here to start this course OrthoTrac: Version 10.0 Release Overview - This presentation is designed for all orthodontic team members currently using OrthoTrac practice management software and provides an overview of the new features and enhancements in OrthoTrac software v10.0. By the end of this presentation you should be familiar with the new features and enhancements, and be able to recognize the potential benefits that they can add to your practice. (11 minutes) Click here to start this course OrthoTrac: What's New Video v14.2 - This recorded class is designed for all team members and provides an overview of the new features in CS OrthoTrac practice management software, version 14.2. By the end of this class, you should familiar with the new interface redesign of the Schedule, and enhancements made to the Contact Expert; and be able to add hours and chairs to your daily schedule. (5 min) New! Aug 2018 Click here to start this course OrthoTrac: Working with Insurance Class Playback! - This beginning-level class is designed for all team members and provides instruction on working with insurance in CS OrthoTrac software. By the end of this class, you should be able set up insurance claim options, set up procedure codes, add/modify insurance carriers, link carriers to a patient, create and edit claims, post bulk payments, generate reports, and perform insurance related adjustments. (50 minutes) Click here to start this course OrthoTrac: Working with Insurance Recorded Class - This recorded class is designed for all team members. It provides instruction on working with insurance in the OrthoTrac practice management software. By the end of this class, you should be able to link insurance carriers to a patient and create and edit insurance claims. (10 minutes) Click here to start this course OrthoTrac: Working with Treatment Plans Recorded Class - This recorded class is designed for all team members and provides instructions for working with treatment plans. By the end of this class, you should be able to add a treatment plan, apply a treatment plan, and activate a treatment plan. Click here to start this course OrthoTrac: Zuelke Financial Module Learning Resource List - This one-page learning resource list is designed for all team members using the Zuelke Financial Module in OrthoTrac software. It defines the content developed for the Zuelke Module. Click here to start this course Zuelke Module: Getting Started Job Aid - This two-page job aid is for all team members and provides tips for getting started with the Zuelke Financial Module in CS OrthoTrac software. Click here to start this course Zuelke Module: Practice Monitor Recorded Class - This recorded class is designed for all team members and provides instruction on the Practice Monitor in the Zuelke Financial Module within CS OrthoTrac software. By the end of this class, you should be able to run and read the Practice Monitor. (12 minutes) Click here to start this course Zuelke Module: Referral Source Monitor Recorded Class - This recorded class is designed for all team members and provides instruction on the Referral Source Monitor in the Zuelke Financial Module within CS OrthoTrac software. By the end of this class, you should be able to run and read the Referral Source Monitor. (7 min) Click here to start this course Zuelke Module: Setting Up Your Software Handout - This fifteen-page handout is designed for all team members and provides information on setting up your software to use the Zuelke Financial Module within CS OrthoTrac practice management software. This document includes a table of Zuelke Module definitions and step-by-step instructions for setting up security rights, accessing the module in the software, configuring the Setup and Functions tabs, installing Zuelke letters, and removing promises. It also includes a few tips that can assist in your setup. Click here to start this course Zuelke Module: Setting up Your Software Handout. - This sixteen-page handout is designed for all team members and provides information on setting up your software to use the Zuelke Financial Module within CS OrthoTrac practice management software. This document includes a table of Zuelke Module definitions and step-by-step instructions for setting up security rights, accessing the module in the software, configuring the Setup and Functions tabs, installing Zuelke letters, and removing promises. It also includes a few tips that can assist in your setup. Click here to start this course Zuelke Module: Using Zuelke Letters Job Aid - This two-page job aid is designed for all team members and provides information about using Zuelke letters within CS OrthoTrac practice management software. This document provides a table of Zuelke letter descriptions and indicates which letters need to be edited before being sent to patients. Click here to start this course Zuelke Module: Using Zuelke Letters Job Aid - This two-page job aid is designed for all team members and provides information about using Zuelke letters within CS OrthoTrac practice management software. This document provides a table of Zuelke letter descriptions and indicates which letters need to be edited before being sent to patients. Click here to start this course ZZ_OrthoTrac: Importing and Exporting Treatment Plan Templates Recorded Class (Archived 4.14.21) - This recorded class is designed for all clinical team members working with treatment plan templates in OrthoTrac practice management software. By the end of this class, you should be able to import and export treatment plan templates. (12 Minutes) Click here to start this course ZZ_OrthoTrac: Report Enhancements for v10.0 Recorded Class (Archived 4/12/21) - This recorded class is designed for all front office staff members and provides a general overview of the report enhancements in OrthoTrac practice management software, version 10.0. By the end of this class, you should be able to recognize patient tracking enhancements; run a referral report by location or doctor; select a date option for the procedures by assistant report; run a statistical profile report by location or doctor; recognize scheduling report enhancements; and recognize other report enhancements. (16 minutes) Click here to start this course ZZ_OrthoTrac: Safeguarding Your Practice V9.0 Recorded Lesson (Archived 4/12/21) - This recorded lesson is designed for doctors and office managers and provides information on the advanced security features in the OrthoTrac practice management software. By the end of this lesson, you should be able to enable HIPAA security logging, force unique user IDs, enable the use of strong passwords, enable automatic logout on an unattended workstation, and view the HIPAA security audit log. (15 minutes) Click here to start this course ZZ_OrthoTrac: Using the Personal ToDo List Recorded Class_Archived 7/29/21 Due to Flash BC - This beginning-level recorded class is designed for all team members and explains how to use the Personal ToDo List in the OrthoTrac practice management software. By the end of this class, you should be able to access and navigate the Personal ToDo List; add, change, complete, and remove a task; use the calendar and reminders; and print the Personal ToDo list. (15 Min) – Replacement = OrthoTrac: Using the To Do List Recorded Class Click here to start this course ZZ_OrthoTrac: Working with Treatment Plans Recorded Class (Archived 4.14.21) - This recorded class is designed for all orthodontic team members working with treatment plan templates in OrthoTrac practice management software. By the end of this class, you should be able to add a treatment plan, apply a treatment plan to a patient, and activate a treatment plan. (11 minutes) (Replaced with copy created 10/1/2020) Click here to start this course zzOrthoTrac: Getting Started with eClaims Recorded Class - This beginning-level recorded class is designed for all team members and provides instruction on using eClaims in OrthoTrac software. By the end of this class, you should be able to submit claims electronically, transmit claims, and print reports. (8 Minutes) Click here to start this course |
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