Appliance Tracking Report

Run the Appliance Tracking report to review the patient appliances you have sent for service, but that are not yet returned. The report uses data you have entered into the Appliance Tracking feature, including the appliance destination and the date you expect the service to be completed. You can specify which destination to include on the report, or choose to see all unreturned appliances. See "Use Appliance Tracking" for details about this feature.

 

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How to Get Here

• Home ribbon bar > Reporting > Patient > Appliance Tracking > Run. (You can also search for the report you want to work with.)

   

  Click Reporting from the Reporting section of the Home ribbon bar.

  

  Expand the Patient reports section (if needed), and select the Appliance Tracking report. Then click Run.

  

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• You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Reports" for details.

Run This Report

Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.

 

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• Destination - Select which appliance destination to include on the report, or select to include All destinations.

• Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Set Up & Manage Subgroups" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

• View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.

Notice

• Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.

• Open patient folder - While viewing the report, you can click a patient name that appears on the report to open that patient folder.

• Use Arrows to Re-sort Report - Click the up / down arrow to the right of a column heading to re-sort the report according to that column’s criteria.  Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again.

• Appliance data - The Appliance Tracking report gets its data from the patient appliance types, dates, and destinations you have entered into the Appliance Tracking feature. To obtain accurate report results, you must keep your Appliance Tracking data up-to-date. See "Use Appliance Tracker" for details.

Finish

Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.

• Patient Reports
  • Appliance Tracking Report
  • Appliance Tracking - Back Dates Report
  • Different Last Names List
  • General Patient List
  • Non-Patient Siblings Report
  • Patient Findings Report
  • Patients with Unsigned Treatment Charts Report
  • Practice Genius Report
  • Practice Monitor Report
  • Professional Assigned & Referred Patients Report
  • Referral Report
  • Referrals by Patient Report
  • Status Count Comparison

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