Creating a laboratory order from a patient card

Once a laboratory has been added to the list of partner laboratories and the specialist has the appropriate permissions enabled, you can create orders. To do this:

1. Open the patient card.
2. Go to the Orders tab.
3. In the bottom panel, next to the New stage field and the green + button, locate the blue LAB button – this is the button for creating a lab order. Click it.
4. In the order creation window, select a lab from your list of Contractors.
5. Select an order form – a list of forms that the lab has created for its clients will appear.
6. Fill out the form fields. For example: restoration type, desired completion date, whether it’s urgent or not, teeth, color, and attachments (photos, files, voice comments).
7. On the right side of the window, you’ll see the lab’s fee list.
8. Save the order.

The order immediately appears in the lab and is saved in your patient’s card under Treatment history with full details: status, amount, date, and the lab performing the work.

What you can and cannot edit

• Until the lab accepts the order for processing, you can edit the order: change form fields, add clarifications, and correct errors.
• Once the lab clicks Accept the order, you can no longer edit the order. You can only print the form and add comments.

If you need to change something after the order has been accepted, we recommend writing a comment under the order. The lab can then make the changes on its end.

Tracking order status

Once the lab has accepted the order, you’ll see all the statuses the lab has assigned to it. These may include statuses such as New, Accepted, Completed, and so on.

The statuses are displayed as badges above the order in your patient profile. This means you can see at a glance: what stage the work is at, what material it’s made from, and whether it has priority. In addition to the statuses themselves, the task completion percentage is also visible above the order – indicating how far the lab has progressed within the current stage.

How to view the status:

1. Open your patient card.
2. Go to Orders.
3. Find the order you’re looking for. The status toggle and completion percentage will appear above it.

If you need to clarify anything with the lab, use the comment field below the order.

Tracking task status

Once the lab has accepted the order and created a task to fulfill it, you’ll receive an acceptance notification, and an additional status toggle – a colored bar showing the stages – will appear above the order.

The current stage is highlighted in an active color. The statuses reflect the actual progress of work in the lab. For example: accepted → modeling → casting → ready for shipment. The specific status names depend on how the corresponding board is configured in the lab’s Tasks module.