How to Manage and Update the Implant Tracking Master List

Note: Implanting Tracking functionality is included in some subscription levels or can be purchased as an add-on module. 
The Implant Tracking feature must be activated for your practice. When enabled, you can customize the Implant Tracking Master List to fit the needs of your practice. Any of the implants included in the list are available for selection to be recorded in a patient's chart (Patient tab > Clinical > Clinical Chart (EMR)). For more information, see How to Track Implants in the Clinical Chart (EMR). 

From the user menu, navigate to Administration > Clinical > Implants. The Implant Tracking Master List is displayed. 

An existing database of implants is included with the software, and you can edit it as needed.
Under the Actions menu, you can filter the list by Active, Inactive, or All implants. Active implants display a green A in the Status column of the tracking list, while inactive implants display a red I.
You can also use the Search feature to narrow the list to a specific manufacturer.

Managing the Implants Master List

Creating New List Items

You have the ability to add new implant manufacturers, brands, and sizes to the implant tracking list.

To add a new manufacturer:

1. Under Actions, click Add New Manufacturer.
2. Type a name in the Manufacturer Name field.
   Note: The manufacturer name must be unique; it cannot match the name of a manufacturer that is already entered in the master list.
3. Click Save Manufacturer.

Tip: To access the brands and sizes for a manufacturer, click on the manufacturer line item to expand it. 

To add a new brand:

1. Click on the Manufacturer Name. The selected line item expands and a list of brands is displayed.
2. Click Create Brand.
   
3. Type a name in the Brand Name field.
   Note: The brand name must be unique; it cannot match the name of a brand that is already entered in the master list if it is within the same manufacturer.
4. Click Save Brand.

To add a new size:

1. Click on the Manufacturer Name. The selected line item expands and a list of brands is displayed.
2. Click on the Brand line item. The sizes associated with the selected brand are displayed.
3. Click Create Size.
   
4. Type a value for width and height (mm), platform size (mm), as well as a reference number, and then click Save Size.
   
   Note: The reference number for a size must be unique; it cannot match a reference number that is already entered in the master list if it is within the same brand.

Editing Existing List Items

You have the ability to edit the existing implant manufacturers, brands, and sizes. Saved changes are reflected in existing instances within patient records.
You can also inactivate implants in order to narrow your list and make your selection more quickly. For example, you may want to inactivate an implant size for a particular brand that your practice does not use.

Note: Inactivating an implant manufacturer, brand, or size will not remove existing instances from patient records. However, the deactivated item is removed from the selectable options when adding new implants to patient records.

To edit manufacturers:

1. Click the Pencil icon in the Actions column in the row for the manufacturer.
2. Edit the manufacturer name or change the status (click Active or Inactive), and then click Save Manufacturer.
   
   Note: If you select Inactive for the manufacturer status, a prompt is displayed informing you that inactivating the manufacturer will inactivate all linked brands and sizes. Click Save & Apply Changes to proceed, or click Cancel.

To edit brands:

1. Click the Manufacturer Name. The selected line item expands and a list of brands is displayed.
2. Click the Pencil icon in the Actions column to edit the brand name or to change its status to Active or Inactive.
3. Click Save Brand.
   Note: If you select Inactivate for the brand Status, a prompt is displayed informing you that inactivating the brand will inactivate all linked sizes.

To edit sizes:

1. Click the Manufacturer Name. The selected line item expands and a list of brands is displayed.
2. Click the Brand line item. The sizes associated with the selected brand are displayed.
   Note: You can use the search feature to locate a specific size or reference number. 
3. Click the Pencil icon in the Actions column to edit the size width and height, edit the platform size, change the reference number, or change the status.
   Note: If the entered value is outside of the allotted range, the field is outlined in red and indicates the required range (0-20 mm for width and 0-70 mm for height).
4. Click Save Size.
   Note: If you select Inactive for the size Status, a prompt is displayed informing you that inactivating the size will prevent its future selection when adding implants to patient records.