Orders (LAB) module

The Orders (LAB) module is the main section of the laboratory’s operations. It serves as the starting page for any laboratory owner or user. 

The module contains seven sections:

• New orders
• All orders
• Sent orders
• Orders by patients
• Orders by partners
• Customers
• Contractors
• Order forms

New orders

A separate section displaying only new orders that have not yet been processed – specifically, orders with the system status New. This is the laboratory’s main control point to ensure that no new order is lost.

All orders

The main section of the module. It displays a complete list of all orders that have been received by the lab or created manually.

This section includes the following filters and sorting options:

• time period (current month, previous month, year, half-year, or any other range);
• patient status;
• order status (across all categories, both system-defined and user-defined);
• order form;
• patient;
• customers (facilities with which the lab collaborates);
• specialists (with the option to filter orders by specialists from client clinics);
• debtors or with no debt;
• by tasks;
• the Desired completion date toggle.

Information in each order’s feed:

• patient’s photo and name, order date;
• who created it (on the clinic’s side) and the customer (clinic);
• order statuses;
• amounts: ordered, completed, paid, balance (debt or overpayment shown in green/red);
• quick buttons: go to order, open patient record, financial actions, print, contacts.

Orders by patients

A summary table of laboratory orders with information about the ordering patients. It has the following columns: 

• order form;
• patient;
• order amount;
• done order amount;
• customers (facility & responsible specialist);
• patient status;
• discount;
• balance;
• main treatment provider;
• provider’s patient;
• facility tags;
• comment;
• important info.

Orders by partners

A summary table of clinic orders with information about partner clinics. Each clinic has its row with summary data for all its orders.

The columns are structured similarly to the previous table. This table is useful for assessing financial relationships with each customer-clinic: which ones pay regularly, which have debts, and which generate the most orders.

Customers

A list of all facilities with which the lab collaborates. The report displays: clinic name, contact information, description, status (active/deleted), and date added.

All actions related to clients – inviting, manually adding, and deleting – are performed here.

Inviting a Cliniccards clinic

To invite a clinic that is registered on Cliniccards to collaborate, click the green Invite Cliniccards clinic button, copy the link in a new window, and send it to a clinic representative. Once the link is clicked and confirmed, the clinic will appear in your list of customers.

All sent invitations are stored in the Invitation link table. It displays the link, status (Deleted/Active/Used), date added, the clinic that used the link, and the connection date. An active link can be deleted if it is no longer relevant.

If a facility sent you a link directly, simply click on it in your Cliniccards account. Once confirmed, the clinic is automatically added to your customer list.

Adding a clinic without Cliniccards

To invite a clinic that is not registered with Cliniccards to collaborate, click the Add clinic without Cliniccards button. In the new window, enter the name, contact information, and description, and add information about the specialist responsible for orders at this clinic. Save. This clinic will appear in your Customers list, and you can create orders for it manually via the Lab+ button or directly from the patient’s card.

Contractors

Contractors are other laboratories to which your laboratory can outsource part of its work. For example, milling frameworks or scanning to a partner digital laboratory.

The process for working with this tab is similar to the Customers tab: you can invite another Cliniccards-affiliated lab or manually add a lab that isn’t on Cliniccards. Orders to subcontractors are created in the patient’s profile – using the same process as for clinics, except that your lab is the one sending the order.

Order forms

An order form is a template that the clinic fills out when creating a work order for your lab. The Order forms section contains a table where you can view the form’s name, status (Active, Inactive, Deleted), who created the form, and the creation date.

To create an order form, follow these steps:

1. Click Add order form at the bottom of the page.
2. Enter the order form title (for example: “Metal-Ceramic,” “CAD/CAM Zirconia,” “Aligner Planning,” “E.max Pressed”).
3. If needed, add a description of the form – formatting options (bold, italics, underline, lists, colors, links, images) are available in the editor.
4. Toggle the Active switch if you want the form to be immediately available to customers.
5. Click Add question to add fields for the dentist.
6. For each question, specify the type (information block, switch, file etc.) and whether it is required.
7. Click Save form.

Each form has one of three statuses:

• Active – available to customers.
• Inactive – hidden from customers. Orders created using this form are saved and remain active; the form can be reactivated if needed.
• Deleted – the form has been completely removed from the list. Orders created using this form are saved, but it is not possible to reactivate this form.

There are two approaches to creating forms:

Approach 1. One universal form

Create a single general form with basic fields: date, teeth, color, additional materials, and a dictation with comments. The dentist selects this form for any type of work and fills it out.

This approach is simpler and faster for the dentist but requires more attention when the lab processes the order – some details may not be fully filled out.

Approach 2. A separate form for each type of work

Create a separate form for each category of work: “Metal-Ceramic,” “CAD/CAM Zirconia,” “E.max Pressed,” etc. In each form, specify fields that are specific to that particular type of work. For example, for CAD/CAM Zirconia – design type, shade, sketches; for aligners – number of caps, movement scheme.

This approach ensures maximum accuracy. The dentist won’t forget to specify critical parameters, as required fields will prevent an incomplete order from being submitted.

Both approaches work. Many labs start with the first and gradually transition to the second as the need arises to specify the details of particular jobs.