You can create Lab Jobs to keep track of your active lab jobs as they relate to a patient. To learn more about Lab Jobs, click here.
You can either create a lab job through:
The main menu by clicking Lab Jobs
By clicking Lab Jobs inside of a specific lab in the Labs button in the main menu.
We'll start by clicking into the Lab Jobs page on the main menu, but you can easily follow the same steps by creating a new lab job inside of your lab's page.
1) In the main menu, click Lab Jobs.
2) Click Create Lab Job in the top right corner and a dialogue box will appear.
3) Select the Patient from the drop-down menu.
4) Once a patient has been selected, if there is an existing appointment, select it from the Appointment drop-down menu. By selecting the Appointment, this will create a scheduling alert if the lab job does not arrive in time.
5) Select the Lab you are using from the drop-down menu.
6) Select the Job Type from the drop-down menu
7) The Cost field will fill automatically as it is configured to the lab type. You can edit the cost if needed.
8) Select a Due Date for the lab job to come back. This is optional, however, highly recommended if there is no appointment booked.
9) You can choose to add in any details about the lab job in the Add Job Details field. This could include shades, thickness of material used, special adjustments.
10) Click Create to save the lab job.
Creating a lab job in-appointment
1) In the appointment workflow, find Today's Appointment heading in the right hand sidebar.
2) Click on the 3 vertical dots and choose add lab job
Dispatching & Receiving Labs
The Lab Job is now in the 'Sending' status. Once you have sent off the paperwork to the lab, update the job to 'Sent.' When you have received the lab job back, update the status to 'Received.'
You will get an alert if the lab job has not been received prior to the patient's appointment or prior to the due date of the job.
Note: You'll need to update the status of the lab job as it moves through its life cycle.
Searching for a lab job
You can search for a lab job either in the search bar in the lab jobs page or by going directly into the patient profile.
You can also filter or sort lab jobs to quickly find the job you're after.