Lab Case

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 a lab slip for an existing lab case. Set default lab slips for each lab in Laboratory Setup.

Delete: Click to delete the lab case. To instead detach the lab case from the appointment, see Appointment and Planned Appt above. If a lab slip has been created, the following error message will appear when attempting to delete the lab case:

To delete a Lab Case with a lab slip attached, the lab slip must first be deleted. Click Edit Slip to delete the attached lap slip.

Note: Only one lab case can be attached to an appointment. If a patient has two lab cases, make another appointment next to the first and move the procedure (e.g. seating) to the second appointment. Lab cases are associated with the clinic that is assigned to the operatory the attached appointment is scheduled in.

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

If an Image Category has been assigned to LabCases, a PDF copy of a lab slip will be saved to the image module when printed, emailed, or created as a PDF.

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 will be 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, then select the lab case and click OK to attach it. To create a new lab case, click New.

A list of lab cases already created for this patient, but not attached to an appointment, will show.

The attached lab case information will show in the Lab field.

It will also show in the appointment itself if Lab is added to the appointment view (Appointment View Edit).

Related Link: Procedure over Multiple Appointments.