Appliance Tracking - Back Dates Report

Run the Appliance Tracking - Back Dates report to review the patient appliances that have been returned from service or consultation. The report uses data you have entered into the Appliance Tracking feature, including the appliance destination and the dates of service. You can specify one or more appliances to include on the report, or choose to see all returned appliances. See "Use Appliance Tracking" for details about this feature.

Enter Appliance Data - This report uses data from your Appliance Tracker. See "Patient Appliance Tracker" for details about entering this data for your patients.

Click to OpenRun The Appliance Tracker - Back Dates Report

  1. Click to OpenOpen the Report - Home ribbon bar > Reporting section > Reporting > Patient > Appliance Tracking - Back Dates > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Reports" for details.

  2. Click to OpenReport Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

  3. 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 "Subgroup Editor" 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.

  4. 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 continue with the printing options.

  5. 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 "Use Report Results" for details.

Click to OpenMore Information

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.

Use Arrows to Re-sort Report - While viewing the report on your screen, use 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.

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

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