CS OrthoTrac Review

CS OrthoTrac helps enhance productivity starting with its flexible Appointment Scheduler. This intuitive tool detects the optimal appointment times so that specialists can easily choose the schedule that works best for them. It has rescheduling capabilities, options for multi-location scheduling, and more. The feature also integrates with other programs to access a patient’s contact and clinical information.  

Practice Management tools include daily “To-Do” lists that are automatically prioritized for easy supervision. An Office Expert recognizes action items and offers recommendations for solving them.  

CS OrthoTrac’s Patient Tracking capabilities include access to  procedure codes, appointment history, and scanned/automated correspondence. A Contact Expert feature generates customized reports to track patients.

Orthodontic establishments can maximize profitability starting with detailed Referral Tracking, which sorts referral lists by number, charges, contracts, or payments. It can also display and print data in list or graph formats. Users are made aware if there is a decline in patient referrals from outside doctors via a Wilting Referral Report, while a Referrals Out Report lists the number of patients the user has referred out over a specified time period. These data can be processed to generate detailed reports that identify the best referral source, determine overall quality, and find untapped areas of profit.

Payment Management features can display and set up contracts, including balloon and monthly payment terms. Tools under this feature allow users to process insurance claims and accounts much quickly. Balances between patients can also be split and variable contracts can be set up. There are also options for credit card transactions and recurring payments.  

Report generating capabilities help users manage cash flows as they are able to identify accounts receivables, collections, and overdue accounts. There are also tools to send monthly statements and reminders for past due accounts. Payments and balances are updated in real time, while users can still review payment histories. Finance charges and late payment penalties are also incorporated into the accounts.

Communication solutions allow orthodontists to improve their relationships with patients. Tools for letter customization are able to explain findings in layman’s terms. Documents can incorporate patient information and images for added visuals and details, while still being editable via Microsoft Word. Materials that were sent out can still be reviewed using letter history. Users can save time as CS OrthoTrac allows them to send documents both individually and by batches.

Comprehensive Charting provides access to a patient’s complete treatment history, including images and x-rays, treatment plans, arch wire, elastic history, images, and  questionnaires. Users can also input additional comments using the Notes feature.

A detailed Treatment Card allows specialists to review how many aligners a patient has been given, complete with document prescription instructions and duration. Workflows and navigations are streamlined so that users can make better decisions much faster. Patient Compliance Monitoring capablities help coach patients effectively thanks to easily accessible treatment progress information.

Orthodontic establishments can save more time using tools specific to their field of specialization. Aside from a feature to grade oral hygiene, there is also a tool to convery existing hygiene grades to graphs. Letters to communicate a patient’s hygiene grade can also be generated.

Other CS OrthoTrac features include financial analysis tools that can compare monthly production, collections, payments, adjustments, and procedures. Marketing analysis capabilities present information regarding patient demographics, locations, and other useful data so that promotional efforts can be more targeted.  The software also has tools for creating questionnaires and email campaigns.