Setting up labs

You can set up the labs that you will send cases to manually, or you can set them up using DDX. You can also edit and delete labs.

To set up a lab manually

1.   In the Lab Case Manager toolbar, click Setup, and then click Lab.

The Setup Lab(s) dialog box appears.

 

2.   Click Add.

The New Lab dialog box appears.

 

3.   Type the lab name, contact information, and address in the appropriate fields.

4.   Set the appropriate default options for this lab.

Note: These options appear when you select a specific lab but can be changed manually for each case.

·        Ship to Method - From the list, select the shipping method that will most commonly be used with this particular lab. See Setting up shipping methods for information.

·        Receive from Method - From the list, select the shipping method that will most commonly be used when cases are returned from this particular lab. See Setting up shipping methods for information.

·        Shade Guide - From the list, select the shade guide that will be used most often with this lab. See Setting up shade guides and shades for information.

·        Use Practice Info on Reports - Click to print the practice name and address on the lab reports instead of the provider information.

·        Use Provider Info on Reports - Click to print the provider’s name and address on the lab reports instead of the practice information.

·        International Tooth Numbering - Click to indicate that the lab uses international tooth numbering.

·        Default Lab - Click if you want all cases to use this lab by default. The lab can be changed manually for each case if necessary. You can only select one lab as the default lab.

5.   If necessary, under Case Note, do one of the following:

·        Type a default note for this lab.

·        Click Custom Notes and select a custom note. To learn more, click Setting up custom case notes.

6.   To exit and save your changes, click OK.