Setting up the Lab Case Manager

There are several setup options that should be completed prior to using the Lab Case Manager. Using the setup options, you can customize the Lab Case Manager to the needs of your office, allowing easy and accurate lab case management. For more information on setting up the Lab Case Manager, click one of the topics below:

Setting up the General Options view

Setting up the Received Options view

Setting up the Miscellaneous Options view

Adding shipping methods

Editing shipping methods

Deleting shipping methods

Adding shade guides

Renaming shade guides

Deleting shade guides

Editing shades assigned to a shade guide

Adding lab treatment categories

Renaming lab treatment categories

Deleting lab treatment categories

Adding lab case enclosures

Renaming lab case enclosures

Deleting lab case enclosures

Adding custom case notes

Editing custom case notes

Deleting custom case notes

Adding labs

Editing labs

Deleting labs

Creating lab cases