Lab Cases: Adding A Lab Case To A Procedure

This article will guide you on how to add a lab case to a procedure.

Start by searching for your patient and navigating to their charting.

In the middle of the screen, move all the way to the right. The second icon is the table-only view. Click on this icon to open the treatment planner.

Find the procedure to which you want to attach the lab case. It's best to attach the lab case to the procedure you'll complete last. For instance, if you're doing a crown, attach the lab case to the crown seat. You're able to attach lab cases to planned or scheduled treatment.

Search for the procedure for the crown seat. Then, in the lab case column on the far right, click the blue plus.

You'll now see the patient and the procedure to which you're attaching the lab case.

Select the lab where you will send the lab case.

Add any tracking information.

Note the estimated receive date.

Update the status to draft, sent, received, returned, ready, or completed.

• Draft: The lab case needs to be sent.

• Sent: The lab case has been sent to the lab.

• Received: The lab case has been received back from the lab.

• Returned: The lab case has been sent back to the lab.

• Ready: The lab case was received and quality checked.

• Complete: The lab case has been delivered to the patient.

Add any internal notes for the lab case.

You're also able to add costs for shipping or lab fees.

Click create.

After creating the lab case, you'll see it in the lab case column.

You're able to select and update the status of the lab case at any time.

If a lab case is ever returned, select the returned option. You'll be required to provide a reason for the return.

Well done! You've successfully added a lab case to a procedure for tracking.