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welcome to the second of four videos teaching know how to use a patient

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brought in the three shape author system what you learn in this video is how to

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use the ortho control panel how to change settings how to save those

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settings and high-tech how to find the specific settings that control the

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patient process a few things you need to know before we start so as you'll soon

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see there are lots and lots and lots of settings the author control panel and

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this video shows you the one that are relevant for the patient blossom we

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actually do have a separate how-to video on all the other settings in the control

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panel and remember then to note down the changes that you make because once you

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commit a change there's no one to but let's have a look at how the author

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control panel looks like I'm now looking at my desktop and the author control

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panel will probably be there as well it's not going to look like a little bit

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like and not like this year so I open it in a few things you need to know show

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every time you make a change anything here you click the Save button like I do

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now and then you have to click Yes to commit those changes and if you have

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also analyzed so appliances sign open at the same time you need to close them and

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open it again so you can commit the changes because those applications to

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read the control panel settings upon startup so they are really three groups

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of settings that control the behavior of the patient process so let's have a look

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at them one by one ok but let's take into the settings that are relevant to

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the patient brought all these are under this area here call system second

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settings file click that now so again there's so many cool features in here

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and make sure you check out the how-to video on the control panel for all these

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settings so they are really three groups are setting share that control the

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behavior of the patient browser so let's have a look at them one by one so first

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up is the custom properties of the new patient the new model set and the

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drop-down list of clinics

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will move down a little bit here are my guilt or so we can see better run midway

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down here you have these areas here call patient info custom properties model in

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focusing properties and then clinics

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show you what this is all about so let me just opened my author analyzes here

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ok so I now have a clean off analyzer I click the patient browser I can hear and

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when I click a new patient up here you will see this new patient info dialog

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box here and when I go back to the control panel this is it our box here

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that I can actually change let's say that I want to make an extra field

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indicating what kind of insurance company that this particular patient

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would have so what I'll do it I had a another field into the patient info

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custom properties so just ahead here call it

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insurance company I guess and simply just click OK

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so I can remember I click Save and yes and then as I open the Control sorry

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analiza have to close it and open it again so you can read my changes and I

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open the patient rose again i click the new patient dialog box and you can see

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there sexy a new field here calls insurance company you can do a little

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bit more advanced things here if I go back to my control panel I can add some

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default values in those dropdown feels here so you see as soon as you have

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added a custom feel this part here coltie for values become selectable and

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if you click here you can interest so I'm default values that will create a

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dropdownlist this will make sense in a second so let's say that I had two lines

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here let's call it we can call it global insurance

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and we can call another one perfect assurance this again i click ok so I

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know how to default values for this new feel that I created co insurance company

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again i click Save commit those changes then I opened my eyes yet again I open

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my patient browser field and you'll see here I now have a couple of default

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values here in my truck down list just like i made before you can still enter

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other information by these two have some predefined future shaken to hear so when

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I go back to my control panel the same thing will happen with the model set

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information I'll show you let's right now let's say that we have another field

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Co status

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and I just make a few values here just really quick on a call be third one you

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guessed it by now

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Cosi alright then I'll say this is well and click OK

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yes here so when I open analyzed yet again so my patient browser I searched

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for my patients I select one of my patient and I want to do a new model set

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right so we see the same here I now have a new fuel but you did not happy for

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cost ages and you probably guessed it I have three dogs before they are sheer

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apse so the two areas here I'll go back to the control panel they are identical

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ones for the when you create a new patients and the other one here is when

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you create a new mom said there's a third one here that's a bit special

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called clinics I'll add a few names here and you will see why this is a little

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bit special so I'm just to hear called tests although no one called perfect or

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phone

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that will suffice for now I can I save I commit the changes and as always I open

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of analyzing again likely be patient browser I clicked the new patient and

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you'll see now in this special field that I have here which is always there

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cold clinic I now have a couple of dropped out down here normally the

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cleaning she'll is primarily for use when you don't have the tree ship

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communicate integration but this will allow you to edit you will feel they're

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so that's the first area of the settings in the control panel that controls the

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behavior of the patient brosser so next up the automatic patient idea I T

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generation I will show you what I mean about that so let me open my eyes again

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the patient browser when I create a new patient you see this is a mandatory

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field patient idea let's say that I type in the first name here

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and then create it will telling me that I have no patient I D specify so I have

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to create this number for myself I can of course had in any number of

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sequential number or any better said I want here but sexy more convenient if

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the system actually generates its patient I T for me so let's close this

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again and I'll show you how that works so a little bit further down from the

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area so we worked with before this this area cold automatic patient I T

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generation so if I click Yes to this so they'll take my goodness that's a couple

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of things that you could decide to do here

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normally I recommend that you may be two dates or could be social security number

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let's take actually per social security number here we can take lastname and

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FirstName let's leave outdate row for the for the moment so these are the

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three feels that will generate the automatic patient I T for me so I click

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Save analyzer open the patient browser like new patient and you see this is now

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great out the patient I D because you'll be created or medically based on the

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social security number and the first time in the last name so you're probably

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wonder what happens if you don't put in a social security number so let's do

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that and you'll see immediately why it's a good idea maybe sometimes to have the

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dates so Peter Pan here and I'll click rate it will actually tell me there's a

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crucial fields in this case patients social security number that is not there

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so you want you created anyway basis just to feel that we have here I if I

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say say yes you see the Peter Pan here the patient I D we have had the lower

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end of the screen will actually adjust be

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Peter and pan based on those fields and I have year so normally I recommend that

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it's of course that if you do date because they will always be there that's

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a date when you created they'd lost in his first name that's a very good way to

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generate a vacation I T so that's already patient idea generation exit the

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very same thing is also for when you create a Marshall said you can have the

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model said I T generated automatically and also if you work in appliances

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signer you can have the appliance I D generated for you automatically the very

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same way and then finally there are the miscellaneous settings and these are at

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the bottom of the system settings here sitting here as you can see call

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miscellaneous and there are literally more than 20 sitting here so let's

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concentrate on the most popular ones so the ones that our users use the most

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the first one here is this allow patient and case info editing and allow patient

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in case the leading it may be that certain users are certain workstations

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you don't want this to happen so if this particular version of this workstation

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am working on here you don't want editing or you don't want case the

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deletion you seem just take them off and this particular you see here or

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workstation will not be allowed to delete or edit any later normally I'll

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of course just leave them on the second thing that also controls the behavior of

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the patient prosecute someone just underneath here

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allow multiple patient and K solution so as you can imagine it's very convenient

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read this on if you want to lead a loquacious cases all of the patients in

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one go but it's also a little bit dangerous because if you have this on

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you by mistake

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all your patience and click Delete then all your patience will

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been deleted and you need to rescue from a backup the data that you have so we

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recommend you leave this off but if you are in a situation way to a lot of

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cleanup you can momentarily for instance put this on here and then there's the

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year thirty certain 31 here which is actually my favorite which I always put

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on so it's called automatic patients search when opening form so just for a

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moment I'll go back to finalize here and just cook close my patient processor so

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you see when I click on the patient process here this window is empty and to

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get my list of patients I click the search button it may not be a lot just

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to click the search here but I would really like my patient just to be

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displayed automatically when I open the patient processor and as you can

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probably guess this is a setting way to do this so I'll cloth or to analyze are

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here and I will send a check mark in here or medication search when opening

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form click Save commit them again and now I'm back and when I click the

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patient process and I'll hey presto is already P pre-populated with all my

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patients here so this is one of my favorite settings for sure and then the

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final one I wanna show you which is also a favorite of mine is one called large

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previews in fact we fighters go back and show you how it works without listening

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back I click the patient browser and you see is already pre-populated here I

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click on one of my models

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you see these are the small previews you can of course as you learn in the first

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video just going here and changes to lodge profuse like this but I will

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really like without a license and the patient process to do this for me every

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time so basically this is what the settings for so let me just say closest

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again and again you probably guessed how this works I put its second large

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previews I save and commit my changes and open off analyzing again and I'm now

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back open the patient brosser I find my model set I click on this and as you

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would expect I now have the large previews on as default so that concludes

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the how-to video on the author control panel and especially the sections

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concerning the patient brosser be sure to check out the remaining videos on the

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patient brosnan also if you would like to learn more about the control panel

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make sure to check out the how-to video on that specifically thank you for

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watching