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Manage Patient Appliances

You track the type of appliances sent for consultation or service, along with their service locations and dates in the Appliance fields of the Milestones panel of the patient folder. You can optionally assign and use barcodes to facilitate the tracking process.

How to Get Here

Patient Home Page - Milestones panel. If the Milestones panel is not visible on the patient's home page, you must first select it from the Patient Ribbon bar. See "Patient Home Page" for details.

Use This Feature

Expand Milestones Panel - The Milestones panel must be expanded before you can work with patient appliances. To expand / collapse the panel, click the box at the upper-right corner of the panel, or double-click anywhere in the panel header.

Add Appliance - Click Add to add an appliance for this patient. Then complete the details, as described below.

Edit Appliance Details - Click in an appliance column to change the information as needed. If you change an appliance detail, the change is reflected in both the Appliance Tracker and the Milestones panel of the patient folder.

Manage Barcodes - Use barcodes to track patient records and appliances. Once you assign a barcode, you can print it and attach the printout to the folder or appliance. When you scan a patient barcode, the associated patient folder is opened for you; when you scan an appliance barcode, you are prompted to flag the associated appliance as "received".

Delete Appliance - Click Delete to remove an appliance directly from the Milestones panel. Note that you cannot delete appliances from the Appliance Tracker.

Save ChangesClick to Open 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.

More Information

Appliance Tracker - The appliance details you enter in the patient folder work in conjunction with your Appliance Tracker to fully manage patient appliance service. See "Use Appliance Tracker" for details.

Barcode Scanner, Printer, and Format - Use the Barcode fields of your Scanners user options to select the type of barcode scanner you have, which format to generate, and which printer to use to obtain a hard copy of the codes.See "Set Up Scanner Options" for details.

Appliance Workflow Triggers - Use the Appliance Checked In trigger to activate a workflow whenever a patient appliance has been flagged as "received", regardless of the appliance type.See "Manage Patient Appliances" for details. In addition, you can trigger a workflow whenever a specific type of appliance is either "sent" or "received" with the Appliances editor.

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