Receiving a lab case

When a case returns from the lab, you can use the Receive Case dialog box to record the details.

To receive a lab case

1.   From the Edit menu in the Lab Case Manager, click Receive Case.

The Receive Case dialog box appears.

2.   The Received Date defaults to the current date. To change this date, select one from the calendar.

3.   Click the Received By search button, and select a provider from the Select Provider/Staff dialog box.

4.   Select the appropriate method of shipping from the Received from Method list.

5.   Type the lab fee in the Lab Fee field.

The running balance for this lab appears.

6.   Type the number the lab assigned to the case in the Lab Assigned Case # field.

7.   Click the Enclosure(s) Received search button, and select any enclosures that were received with the lab case from the Select Enclosures dialog box.

The last case note entered displays.

8.   Do one or more of the following:

·        To view a note created on a specific date, type the date or select it from the calendar in the Note Date box.

·        To move between the notes entered for the case, click Previous and Next.

·        To enter a new case note, type or select the current date from the calendar in the Note Date box.

·        To attach a custom note to the case, click Custom Notes.

9.   If you have received the case, under Case Status, select Receive Case.

10. To save your changes, click OK.