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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

You can add any additional information to the order.

Click the button Actions and select Edit from the list.

Select Edit from the list

Send to another laboratory

You can send an order to another laboratory.

  1. 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.

Click to create a work plan

OR

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

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.

Select Copy from the list

Copied order

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.

New Price

Click the Submit button.

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 Print from the list

Select order sections and click the Print button.

Select sections to print

Print the order.

Select Print from the list

Cancel the order

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

Select Cancel from the list

Click the OK button to confirm your action.

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.