Published Orders

Order in a Published status if you sent this order to the laboratory (clicked the Send button).

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

• Edit the order
• Change the Customer
• Create a Plan work
• Make a Copy
• Takedown
• Calculate Salary
• Print the order
• Cancel the order
• View the payment instructions
• Change the price
• Send to production

Edit the order

You can make changes in the order if needed.

To add/edit information in the order, do the following:

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

2. As a result, the order page appears.

3. Make changes and click the Save button to save changes.

Change the Customer

You can change the customer in the order (the dentist, who created an order).

To change the customer, do the following:

1. Click the Actions button and select Change Customer from the list.

2. Select the customer from the drop-down list.

3. Click the Submit button to save changes.

Create a Plan work

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

If the order is in the Published 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.

Takedown the order

You can take down the order.

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

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.

Select an employee from the list and enter the salary sum.

Click the Add 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.

Define the print parameters and print the order.

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 the payment instructions

To view the payment instructions, do the following:

1. Click the Payment button and select Payment Instructions from the drop-down list.

2. In the dialog that appears, you can view the payment details.

3. Click the Close button to close the dialog.

Change the price

To change the price of an order, do the following:

1. Click the Payment button and select Adjust Price from the list.

2. In the Adjust Order Price dialog change the price of the order and currency (if needed).

3. Click the Submit button to save changes.

Send to production

To send the order to production, do the following:

1. Click the In Production button.

2. Select the date to which the order must be fulfilled.

3. Click the Submit button

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