Updating lab case statuses for appointments

You can update the status of a lab case that is attached to an appointment to track when you have received the corresponding item from the lab.

To update the status of a lab case for an appointment

1. On the Schedule menu, click (or tap) Calendar.

   The Calendar page opens.

2. Click (or tap) an appointment with a lab case attached.

   The Appointment Information panel opens.

3. Select the Lab Case tab.

   

4. Set up the following options:

   • Due - If needed, change the due date. However, the due date cannot be after the appointment date.

   • Lab name - If needed, add or select a different lab, or edit the lab's name or phone number:

     • Delete the text in the Lab name box, and then begin typing a lab name. If the lab is not in the results list, click (or tap) Create Lab to add the lab.

       

     • Delete the text in the Lab name box, and then begin typing a lab name. If the lab does appear in the results list, select it.

       

     • To edit the lab's name or phone number, click (or tap) the Edit button .

   • Status - If you have received the needed item from the lab, change the lab case's status to Received.

   • Note - Enter any additional notes regarding the lab case. Also, you can click Insert Date to add today's date where the text cursor is located in the box.

   

5. Click (or tap) Save.

   The lab case icon on the appointment now reflects the status change. For a received lab case, the icon is a white L on a blue background.