Lab Case

Track and manage Lab Cases and create Lab Slips from the Edit Lab Case window.

In the Chart Module toolbar, click LabCase.


See our video: Lab Cases.

Before creating a Lab Case, set up dental Laboratories.

New Slip / Edit Slip: Generate a new Lab Slip or edit/view the existing Lab Slip. Set default Lab Slips for each lab in Laboratory Setup.

Delete: Click to delete the Lab Case.

Once a Lab Case is created, an entry is added to the Chart, Progress Notes. If it was created within the Edit Appointment or Edit Planned Appointment window, the Lab Case is automatically already attached to the appointment and is ready to be scheduled. If created outside of an appointment, see Attaching a Lab Case to an Appointment below.

Attaching a Lab Case to an Appointment

Lab Cases should always be attached to an appointment. If an appointment is not yet scheduled, attach the Lab Case to a Planned Appointment. Generally, labs are attached to the delivery appointment (e.g., seat). If a Lab Case is not attached to a planned or scheduled appointment, it is listed as unattached in the Lab Cases list.

To attach the Lab Case to a Planned Appointment, double-click the appointment in the Planned Appts tab to open the Edit Planned Appointment Window.

To attach to an already scheduled appointment, double-click the appointment itself in the Appointments Module to open the Edit Appointment Window.

Alternatively, from the Appointments Module, click Pat Appts, and double-click a scheduled or Planned Appointment to open the Edit Appointment window.

Click Lab in the left panel. A list of Lab Cases already created for this patient, but not attached to an appointment, are listed. Highlight the Lab Case(s) to attach to this appointment and click OK.

Alternatively, if the Lab Case has not yet been created, click New to create it and attach to the appointment.

The attached Lab Case information is shown in the Lab field.

It is also shown in the appointment itself if the Lab field is added to the Appointment View.

Related Link: Procedure over Multiple Appointments.