Create the lab case when you’re creating the planned or scheduled appointment for seat/deliveryĬreate a patient’s planned or scheduled appointment for the seat/delivery.Now you’re ready to start using and tracking lab cases! Create the Lab Case You will also see an alert if any of the labs attached to today’s appointments have not been received: This will allow you to see lab case status for any appointments that have labs attached. Add Lab to your Appointment View (Setup> Appointments> Appointment Views) If you’ve created a custom lab slip, attach it under Lab Slip.Įntering lead times for various items will allow the system to show you a “due date” for the lab case and will help you estimate when that lab should arrive.ģ. Set up your laboratorie s (Setup> Laboratories) New to customizing sheets? Watch our Sheets Customization webinars.Ģ.
You can create a custom lab sheet for each lab you use. To customize the lab slip provided in Open Dental, click on the Lab Slip in “Internal” then click Move to make a copy and start customizing.Click +New, then insert the scanned form as the image for your sheet and add export fields & text boxes in the appropriate places. If you have a specific form required by your lab, scan that form in as an image.(optional) Set up your custom lab slipsĭoing this first will allow you to quickly attach the lab slip in the next step. Setting up and using Lab Cases in Open Dental helps you monitor cases as they move through the process and provides visibility to labs attached to planned and scheduled appointments, to help prevent situations where a patient shows up for a seat/delivery appointment without their lab being ready for them! First, a couple basic setup steps before you start using Lab Casesġ.
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