Patient Appliance Tracker

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. See "Manage Patient Appliances" for details.

Select the Appliance Tracker option from the Tasks section of the Home ribbon bar..

You can view all active appliance records, or select to display only items you have sent to a specific destination. Only appliances that are currently flagged as "sent", and appliances flagged as "received" today are included in the Appliance Tracker.

Sort Data - Click a column heading to sort the data by that column. Click the same column heading to reverse the sort order.

Adjust Columns - You can adjust both the width and location of the columns in the window. All columns return to the defaults when you exit and re-enter.

Click the Notes column to enter a message about the selected appliance. Appliance notes can only be viewed only from the Appliance Tracker, and not from the Milestones panel of the patient folder.

Click the date column you want to edit, then make your changes. Only appliances that have been "sent", but have not yet been received, or that have been received today, appear in the Appliance Tracker.

Click a patient name in the Appliance Tracker to open that patient folder.

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".

Click Add Appliance at the top of the Appliance Tracker window, then enter the details, including the patient, appliance type, destination, and related dates. When finished, click Save to add the appliance to the Appliance Tracker and the Milestones panel of the patient folder.

Patient - Use Fast Find to search for the patient to work with.

Appliance - Choose the type of appliance that is being serviced. See See "Set Up Appliance & Destination Lists" for details for details about your list.

Destination - Identify the location of the lab or office where the appliance is being sent for service or consultation. See See "Set Up Appliance & Destination Lists" for details for details about your list.

Sent - Enter the date you sent the appliance for laboratory service or consultation.

Office - Select which office location in your practice to associate with this appliance's service. This may or may not be the same office that is normally associated with the patient.

Expected - Enter the date you expect the appliance to be back at your office, ready for the patient.

Received - This is the date the appliance was returned to you, if any.

Save Your Changes - Click Save to save the changes you have made and close the editing window.

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.

Click Print from your File ribbon bar or Quick Access toolbar (or press Ctrl+P on your keyboard) to print a copy of the current screen contents. (See "Printing from Edge Cloud" for details.) Consider printing the Appliance Tracking and Appliance Tracking - Back Dates reports for more detailed information.

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. 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.