Articles in this section

See more

Add & Manage Lab Cases

Namitha Elizabeth Smart
  • Updated
Follow

Let's explore how to manage your lab cases according to your preferences. If the necessary lab is not available in the drop-down list for selection, it indicates that you need to add it to the system. Check out the 'Add and Manage Labs' article to know more.

Topics Covered

Add a Lab Case for a Patient

Explore this video for an in-depth walkthrough.

Here is a quick way to start a new Lab Case from the Appointment modal.

  • Navigate to the Scheduler.
  • Left-click on the Appointment tile.

  • Click +Add against Lab Cases on the left-hand side.

On the Add Lab Case pop-up, enter the following information:

  • Lab: Select the Lab to which this case will be sent.
  • Appointment: Select the patient's appointment to which this lab case is related. In this case it is auto-filled.
  • Note: When a lab case is added via the +Lab quick link on the Appointment slide-out, Patient Overview, or System Menu > Lab Cases > + Add Lab Case, the appointment field will not be auto-filled. However, you can manually select the patient's appointment, which will auto-fill and gray out the subsequent location field. 
  • Location: Select the location of the lab case. Here, it is auto-filled with the appointment location.
  • Note: Selecting the patient's appointment will auto-fill the location field, overriding any previously selected location. 
  • Provider: Select the patient's treatment provider to which this lab case pertains.
  • Clinical Case: Choose any relevant clinical cases associated with this lab case.
  • Sent Date: Choose the date the Lab Case is sent. Users can choose a future date for the Sent Date while creating the Lab Case. For example, if you complete a case on Monday but the lab comes on Thursday, you can select the Sent Date as Thursday. 
  • Due Date: Select the date this Lab Case will be due.
  • Received Date: Choose the date the lab case was received. (Can skip and enter the date later)

Note: To mark a lab case as received, please update the Received Date.

  • Lab Cost: Enter the cost of the lab case.
  • Reference Number: Can be entered if desired.
  • Tooth Number: Select the tooth number and its position.
  • Tooth Shade: Color of the tooth.
  • Notes: Enter any notes you deem necessary. The Notes field is expandable. You can either click and drag the lines in the bottom-right corner of the box, or simply start typing, and the field will automatically expand as needed.
  • Click Save.

  • A toast notification will appear on the top-right stating 'Lab case added successfully'.

  • When a lab case is added to an appointment, the Appointment Label will appear on the appointment tile if it has been configured in Scheduler Settings.

Note: Here is what the status of lab cases signifies on the appointment block: Red indicates that it is overdue, orange indicates that it is currently with the lab, and green confirms that it has been received.

To edit the lab case,

  • Navigate to the Scheduler.
  • Click the appointment tile to open the slide-out.

  • Select the pencil icon next to the lab case and make the necessary changes.

An Edit Lab Case modal will appear, on which users can edit details such as:

  • Users can modify various details, including the lab, sent date, due date, provider, and more, except the location.
    • Users can remove the linked appointment if needed by clicking the 'X' .
  • After making the necessary edits, click Save.

View All Lab Cases of a Specific Patient

To view all lab cases of a specific patient:

  • Select the patient using the Global Search Bar.
  • Hover over Appts. (Appointments) > select Lab cases.

Here, you can view or add lab cases for the specific patient. To do that,

  • Simply click +Add Lab Case to proceed. 
    • Enter all the information as mentioned above and repeat the process to add a lab case.

Manage Lab Cases of All Patients

Watch this video for a concise summary.

To view and manage all lab cases for all patients,

  • Navigate to the System Menu > select Lab Cases > All Lab Cases.

  • There are three tabs on this page.
    • Click All Lab Cases to view all cases.
    • Click Received Lab Cases for lab cases received.
    • Click Pending Lab Cases to view cases that are pending for a reason or awaiting confirmation.

  • Select the required Location from the drop-down menu at the top.
  • You can also sort the lab cases With or Without Appointment.

  • You can filter by Patient Name, Lab Name, Provider, Reference Number, Tooth Number, Tooth Shade, or Note, to find your intended lab case.

  •  Use the Date Picker for Lab Cases to select both start and end dates within the specified range for Appointment Date, Sent Date, Due Date, or Received Date.
  • Lab cases with past due dates are highlighted in red.

To Edit a Lab Case,

  • Click the three-dot menu.
  • Click Edit.

An Edit Lab Case modal will appear,

  • Make any necessary edit as required.
  • Click Save.

To Print a Lab case,

  • Click the three-dot menu.
  • Click Print.

  • This opens the lab case in a new tab
  • Click Print again.

To Delete a Lab case,

  • Click the three-dot menu.
  • Click Delete.

When you attempt to delete a lab case, a warning pop-up will appear asking for confirmation. 

  • Click Yes to proceed.

  • By default, the last updated lab case will be shown on the top of the grid.
  • To sort Lab Cases using Appointment dates, you can sort them with three clicks.
    • The first click shows results in the Ascending order.
    • The second click shows results in the Descending order.
    • The third click reverts it to the original order.
appointment.gif

Practices can use this guide for a quick overview on how to add and manage lab cases.

Related articles