Drafts

The order is in the Draft status if the dentist didn’t send it to the laboratory but saved it in the system.

With the orders in the Draft status, you can do the following:

• Edit the Order
• Send the order to another lab
• Change the customer
• Create a work plan
• Make a copy
• Calculate salary
• Print the order
• Print a label
• Cancel the order
• View Payment Instructions
• Apply Discount
• Publish the order

Edit the order

You can add any additional information to the order.

Click the button Actions and select Edit from the list.

Send to another laboratory

You can send an order to another laboratory.

3. Click the Submit button to save changes.

Create a work plan

You can create a work plan when you create a new order.

If the order is in the Draft status and doesn’t contain the work plan, do the following:

1. Create the work plan automatically or add tasks manually. Select the function you need in in the Order page.

OR

2. Click the Actions button and select Plan Work from the list.

Please, read the detailed information here.

Make a copy

You can copy the order if you need to create a new one for the same patient (but this patient needs other services).

To copy the order do the following:

1. Click the Actions button and select Copy from the list.

Here:

#E33E1B813D - is the number of the copy, #ba5f6c65de - is the number of the source.

Calculate salary

You can pre-calculate the compensation the technician (or technicians) will receive after completing the order.

Click the Actions button and select Payroll from the list.

In the Work summary section click on the task’s name and define the sum.

Click the Submit button.

Print the order

You can print an order form listing the services and tasks you must complete.

Click the Actions button and select Print from the drop-down list.

Select sections to print and click the Print Secctions button.

Print the order.

Printing a Label

The label is printed on small thermal printers and is intended to be attached to a delivery box or package. The system generates a QR code for the order along with a brief order description.

To print a label, click the Actions button and select Print from the dropdown menu.

Click the Print Label button.

Print the label.

Cancel the order

To cancel the order, click the Actions button and select Cancel from the drop-down list.

Click the OK button to confirm your action.

View Payment Instructions

To view the payment instructions for an order, click the Payment button and select Payment instructions from the drop-down menu.

The system will display the payment details required to complete the order payment.

Click the Close button to exit the view form.

Apply Discount

You can apply a discount to an order. To do this:

1. Click the Payment button and select Apply discount from the drop-down menu.

2. In the form:

• Select the type of discount you want to apply.
• Enter the corresponding numeric value and choose the discount currency.

3. Click the Apply button.

As a result, the system will apply the discount to the order and display it in the order card.

Publish the order

To publish the order (send this order to the laboratory), click the Send button.

As a result, the system changes the order status to Published.