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Cancelled Orders

If the user in the system cancels the order, it is in Cancelled status.

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

Select Cancel from the list

Then click the OK button to confirm your action.

Confirm your action

With the order in a Cancelled status you can do the following:

Confirm your action

Edit the Order

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

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

Select Edit from the list

  1. As a result, the order page appears.

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

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.

Select Change Customer from the list

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

Select customer from the list

  1. Click the Submit button to save changes.

Add tasks to the plan

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

If the order is in the Cancelled status you can add task(s) to the plan (if these tasks where missed).

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 the Salary

You can calculate the compensation the technician (or technicians) must receive.

Click the Actions button and select Payroll from the list.

Select Payrol from the list

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

Add Payroll Record

Click the Add 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

Define the print parameters and print the order.

The Order form to print