Add & Manage Lab Cases – CS Support - United Kingdom

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 How to Set up Lab article to know more.

Add a Lab Case to a Single Patient

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

Navigate to the Scheduler > Left-click on the Appointment block.

Click +Lab against Lab Case on the left-hand side.

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.
  - 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 that 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 this case was received. (Can skip and enter the date later)
  - 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.

Click Save.

You will see a notification on the top-right as 'Lab case added successfully'.

To view all lab cases of a single patient:

Select the intended patient using the Global Search Bar > click Appointments > Lab cases.

Here you can view all lab cases of the selected patient. You can add a lab case to the selected patient from here as well. To do that, click +Add Lab Case.

Manage Lab Cases of All Patients

Let's explore how to view and manage all Lab Cases of all patients.

Navigate to your System Menu > click Lab Cases.

There are three tabs on this page.
Click All Lab Cases to view all cases, Received Lab Cases for lab cases received, and Pending Lab Cases where the cases are pending due to a reason or for confirmation.

You can utilize the filters to find your intended lab case.

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

To Edit, Delete, or Print, click the three-dot icon at the very right of the desired lab case and select the action.

Note: When attempting to delete a lab case, a warning pop-up will show up seeking confirmation to Delete. Click Yes, if you would like to proceed.

Note: The filter originally designated for Clinical Cases has been eliminated to minimize potential confusion.

Tip: Utilize the benefits of the Date Picker for Lab Cases, which includes an enhanced feature allowing users to choose both start and end dates within the specified date range (such as sent, due, or received dates).