Managing Pharmacies, Prescriptions, Labs, and Lab Cases > Handling Lab Cases

Adding Lab Cases

You can enter lab case information from the Patient List, Patient, Transactions, Electronic Router, or Labs windows, as well as the patient chart. When you add or edit a lab case, the information is updated in both the patient and lab records.

• You can also add a lab case to a patient record from the Appointment Card window when you post a procedural code that is set to prompt you to add a lab case. For more information, see Using Lab Case Prompting.

To add a lab case:

1. Select an option:

2. In the Patient List window:Select the patient and select Clinical Management from the Options section of the Express bar or Options menu. A submenu is displayed. Select View Lab Cases.

3. In the Patient window:Select Clinical Management from the Options section of the Express bar or Options menu. A submenu is displayed. Select View Lab Cases.

4. In the patient chart:Click the Labs tab, or click Display the Patient's Lab Cases on the Common toolbar.

5. In the Labs List window:Select the lab and select Lab Cases from the Options section of the Express bar or Options menu.

6. In the Labs window:Select Lab Cases from the Options section of the Express bar or Options menu.

7. In the patient Transactions window:Select Lab Cases from the Options section of the Express bar or Options menu.

8. In the Electronic Router window:Select Lab Cases from the Options section of the Express bar or Options menu.

The Lab case window is displayed.

2. Click Add. The Lab case window is displayed in ADD mode.

3. Select the patient, doctor, and lab from the drop-down lists and make the changes to the Opened and Expect Back fields.

4. Type the information in the Tooth, Shade, and Description fields.

5. Click OK. The lab case is saved. A message prompts you to create a reminder memo for the day the lab case is due back. Click Yes to generate a memo. The Lab case window is displayed.

6. Click Close twice.