Listed below are instructions on how to create a lab job, modify or delete an existing lab job, mark a lab job as completed and tracking lab jobs.
Create a Lab Job
Lab jobs are created in the Patients file either from the Treatment Plan or Treatment tab.
- Go to Patient Records > Treatment tab or Treatment Plan tab
- Either against the relevant existing item, or add a new item, click the L column field

- Lab Sheet

- Category of Work: Select relevant category
- Laboratory: Select the lab to assign the job to
- Technician: Select to assign the job to a specific person (optional)
- Work Description: Enter notes for the technician
- Items
- Item: Select the item number(s) for this job
- Fee: If known, enter the fee
- Tooth: Enter the tooth ID
- Quantity: Enter the quantity
- Work Stages
- Stage: Select from the list
- Date, Time Due: Manually enter or click icon to search patients' next appointment
- Date, Time Done: Leave blank until the job is completed
- Created: Ensure the date and by are correct
- Job Finished: Leave until the job is completed
- Other Info
- Case: Enter the case, e.g. VMK
- Shade: Enter the colour, e.g. A3
- Print
- Use to print/preview the lab job
- Crown jobs allow further editing of the image before printing
- Click Pen to draw on the image


When a lab job is present, the following icon will appear in the L column of the Treatment Plan / Treatment tab: 

Modify an Existing Laboratory Job
Over the course of a laboratory job it may be updated for accurate tracking. For example, if the lab job is returned and incorrect. Lab jobs can be edited either against the item it was originally placed against or from the Laboratory module.
- Go to Patient records > Treatment or Treatment Plan
- Click on the icon in the L treatment column
- Make changes to the Lab Sheet
- Click Print or OK
- Go to Patient Records > Treatment or Treatment Plan
- Lab Jobs menu > Lab Jobs List
- Double left click on the job row
- Make changes to the Lab Sheet
- Click Print or OK
- Click Exit
- Go to Laboratories > Lab Jobs tab
- Double click on the job row
- Make changes to the Lab Sheet
- Click Print or OK
Delete an Existing Laboratory Job
An existing Laboratory job can be deleted.
Delete from Patient Records
- Go to Patient Records > Treatment or Treatment Plan
- Lab Jobs menu > Lab Jobs List
- Select the lab job from list
- Click Delete
- Click Exit

Delete from Laboratories
- Go to Laboratories > Lab Jobs tab
- Select the lab job from list
- Order menu > Delete Order
- Click Yes
Add/Remove Multiple Stages to a Laboratory Job
There are some cases where there are many stages to a Lab Job. Typical dental cases will be for dentures where the process of constructing the denture takes many steps.
Add a Stage
- Either create a new or open an existing lab job (see above)
- Work Stages: Add as many stages as required for this job, each can be differing due dates

Remove a Stage
With the relevant lab job open, right click on the unwanted Stage and select Delete.

Accept a Laboratory Job as Completed
Mark a Laboratory job stage or Laboratory job as complete.
From Patient Records
- Go to Patient Records > Treatment or Treatment Plan tab
- Click on the icon in the L column
- Enter the Date, Time Done

- If all jobs are completed, tick Job Finished

- Click OK
From Laboratories
- Go to Laboratories > Lab Jobs tab
- Double click on the lab job
- Enter the Date, Time Done

- If all jobs are completed, tick Job Finished

- Click OK
Tracking Laboratory Jobs
The Lab Jobs tab is where all the lab jobs/orders are kept. There are also functions that allow the user to view jobs from specific laboratories and also view jobs by stages they are at. Jobs can be edited from this tab too by double clicking on it.
- Go to Laboratories > Lab Jobs tab
- Laboratory: Select the lab to view jobs for
- Technician: Select a specific person to view jobs for (optional)
- Work Stage: Select the stage jobs are categorised by

Jobs are colour coded in this tab to represent their due status.
Overdue
Due today, but after current time
Due within 24 hours
Not Due yet
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