Ipsoft Full Version 0 User Manual November 26, 2004 Software Version 0 Table of Contents

Adding, Deleting, and Editing Patient Information

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Adding, Deleting, and Editing Patient Information

Before you can access diagnostic and treatment options, you must enter some patient data. Select File | New, or Patient | New, or click this icon: . On the following screen, add your new patient’s data, and make sure to fill in all required fields (marked by a yellow asterisk):

Assigning a Doctor to a Patient:

  • Before you can assign a doctor to a patient, you must first have added that doctor (in Program | Options | Practice Information) as described in the previous section.

  • On the Add Patient screen, click the down arrow below and to the right of the box labeled Current Doctor as shown:

    That will pop down a list of doctors.

  • Highlighting a doctor will assign that doctor to this patient.

Entering Other Patient Data:

For POS seminar exercise patients, assign a case number preceded by POS, for example “pos444”. This will keep your POS cases separate from the cases of your practice. For POS seminar cases, the fields with a “*” are the only fields required to enter a patient. Names such as “class I” for the first name, and “crowded” for the last name can also be used to sort example cases.
Birthdates are automatically calculated when you click on the age field. If you make a mistake on the birthdate, first erase the age, then change the birthdate, then click again on the age to recalculate.
Click the Add Patient button when you are done.
If at any later time you wish to edit these data, or access another patient, select Patient | Open, or click this icon: . The next screen shows all your patients in a table format, like so:


Double clicking on any of the “titles” (case number, first name, last name, city, country, or birthdate) will organize the files in the list. If you double click on first name, it will put every patient in alphabetical order A to Z.


Type in a feature (such as case number, first or last name) of the case you are looking for. For example, when you want to find a patient with the first name of “Susan”, type Susan or just Sus in the box to the left of the search button, and click the Search button. The first patient with the name Susan on the list will appear. Click Search a second time, and the second Susan will appear highlighted in blue. Case number of course is much more accurate than the first name of a patient in searches.

Changing or Deleting a Patient’s record:

Click the patient you wish to change, which will highlight the patient you wish to change or delete. Then select one of these buttons:

  • to modify that patient’s core data such as assigned doctor, or name or date of birth etc. The screen that appears after this has been selected will look very similar to the Add Patient screen.

  • will delete that patient after confirming that this is what you wish to do.

Opening a Patient’s Record:

Click the patient whose diagnostic or treatment data you wish to access. Then click . There will be a slight delay before that patient’s data is pulled up. Then IPSoft will return you to its main screen, with that patient’s name displayed close to the upper right hand corner, after the words “Current Patient:”, below the Pictures tab, as shown:

Classification I and Classification II Tabs

With your patient in the chair, classify the patient characteristics, paying particular attention to the “*” items as these influence IP Appliance™ design.
Your entries in several fields on this screen determine what Ortho Reference links, if any, will appear in the screen’s upper right corner:

  • Discrepancy of at least 4mm between left and right molar or cuspid  Asymmetric Arch

  • Classification II tab: 4mm or more in Gingival Display  Gingival Display System

Clicking one of those links will lead you to an additional feature - either an in-depth tutorial about the topic, or screens that let you enter additional patient information to aid you in the formulation of your treatment plan.
The following section provides just a glimpse of those professionally written in-depth articles.

Reference Articles on the Web

This section provides only an introduction to the POS articles available on the web. Showing entire articles would go beyond the scope of this manual.

Arch Asymmetry

Open Bite

Deep Bite

Mixed Dentition

Gingival Display

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