Set Up Appliance & Destination Lists

The Appliance editor lists the types of patient appliances that you prescribe and use throughout orthodontic treatment, while the Destination portion of the editor lists the facilities you use for laboratory services and additional professional consultation of your patient appliances. If you have your own appliance lab, we suggest you include your office as a destination as well.

How to Get Here

• Home ribbon bar > Editors > General > Appliances. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select General in the list at the left and choose the Appliances option.

  

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Setup

• Create new description - Click Newon either the Appliances or Destinations side of the window. Then select the new record at the bottom of the list and enter your description.

   

  

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• Edit descriptions - Click in the field you want to modify and type your changes, or cut, copy and paste text as needed.

• Assign workflows - Click in the Send Workflow or Received Workflow column to assign a set of tasks to be triggered when the selected appliance is either flagged as "sent" or "received" in a patient folder. (See "Set Up Workflows" for details about creating workflow tasks.)

   

  

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• Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients. You can also enable the Show Inactive option to include inactive records in your list of records, and change them back to active if needed.

   

  

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Save Changes 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.

Notice!

• Print -You may want to print the list as a report. See "Appliance List" for details.

More Information

General Appliance Workflow Trigger - 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 "Workflow Trigger Editor" for details.

• Patient Set Up
  • Alert Editor
  • Appliance & Destination Editor
  • Contact Category Editor
  • Custom Response Editor
  • Dentist & Other Professional Editor
  • Employer Editor
  • History Category Editor
  • Other Referrers Editor
  • Patient Code Generation Protocol
  • Professional Types Editor
  • School Editor
  • Search Options
  • Status Editor
  • User Defined Field Editor
  • Zip Code Editor

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