Lab Case Settings: Adding Labs, Lab Case Types & Lab Case Return Reasons

In this article, you'll learn how to set up your lab case settings in Archy, a crucial step to effectively manage your lab cases.

Start by navigating to your settings in Archy.

Proceed to the lab cases section.

Begin with the first setting, Labs.

You will want to add all the labs that your practice sends cases to. Click on the blue plus to add new labs that your practice uses.

Enter the lab name and contact information.

Fill in their operating days and hours.

If you're aware of their shipping method, you can add it.

Include the estimated case time, which is the number of days it takes for them to return the case to you.

If you possess a copy of their lab order form, upload or scan it here for future reference.

Add any notes specific to this lab.

Click Create.

After adding all your labs, move to the next setting, Lab Case Types.

Click on the blue plus to begin entering the different lab case types to send out.

Enter the name of the lab case type, such as Night Guards.

Select the procedures associated with it, for example, D9944.

Click Create.

Once you've added all the lab case types used in your practice, along with their associated procedures, proceed to the final setting, Lab Case Return Reasons.

We've added a few reasons for you, but if there are other reasons you might return a case, click on the Blue plus.

Add the name of the reason, for example, open margins on a crown.

Click Create.

Congratulations! You've successfully set up all your lab case settings and are ready to manage lab cases in Archy. To learn how to use the Lab case manager, click the link below.