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.
Open the patient folder Home page, and enable the 
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.)
Expand / Collapse / Move the Panel
If the patient's Home page is in Normal mode, you can click the top-right box, or double-click the header to expand or collapse the panel, and drag the panel around the screen. If you opened the Home page in Single Expanded mode, the selected panel will be expanded, and all other panel headers appear at the right.
Certain features only function when the panel is expanded. If a feature doesn't seem to be working, be sure you are in expanded panel mode. See "Patient Home Page" for details.
Click Add to add an appliance for this patient. Then complete the details described below.
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.
Appliance - Choose the type of appliance that is being serviced. See See "Appliance and Destination Editor" 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 "Appliance and Destination Editor" for details for details about your list.
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.
Sent - Enter the date you sent the appliance for laboratory service or consultation.
Expected - Enter the date you expect the appliance to be back at your office, ready for the patient.
Notes - Click the Notes column to enter a message about the selected appliance.
Received - This is the date the appliance was returned to you. You can enter this date either directly from the Milestones panel of the patient folder, or through the Appliance Tracker. See "Appliance Tracker" for details. In addition, if you have assigned barcodes to your appliances (described below), when you scan an appliance barcode you will be prompted to flag the associated appliance as received.
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.
Barcode - This column displays a barcode icon if you have saved a barcode for this 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".
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.
The appliance details you enter in the patient folder work in conjunction with your Appliance Tracker to fully manage patient appliance service. See "Appliance Tracker" for details.
