Manage Patient Appliances

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

How to Get Here

Open Milestones Panel - Patient folder Home page >  Milestones panel. (See "Patient Home Page" for details about opening the patient's Home page and selecting the panel(s) to view. The process is slightly different, depending on whether Normal panel mode or Single Expanded panel mode is enabled in your Visual User Options.)

Use This Feature

Expand Milestones Panel - The Milestones panel must be expanded before you can work with patient appliances. If you are using Normal visual options mode, you can expand / collapse the panel by clicking the box at the upper-right corner of the panel, or double-clicking anywhere in the panel header.

Add Appliance - Click Add to add an appliance for this patient. Then complete the details, as described in "Review / Edit Appliance Details", below.

Review / 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.

Barcode Actions - Use barcode actions to assign, print, and copy barcodes. Printed barcodes can be attached to patient records or appliances. 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. You cannot delete appliances from the Appliance Tracker: However, appliances are automatically removed from the tracker when they are flagged as "received".

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.

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 "Patient 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 "Scanner User Options" for details.

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

Automate Appliance Service Record Creation - Use the Send Appliance workflow activity to create a new appliance service record for the patient. See "Workflow Activities" for details