Setup & Manage Laboratories in Dental4Web

Setup & Manage Laboratories in Dental4Web

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Laboratory information including business name, staff, lab forms, fees charged for lab work can be setup  and used for all your inhouse and external lab work

Where to Find the Laboratories pages

Click the navigation menu > Laboratories > Laboratories, Lab Staff, Fees or Lab Jobs pages

Add a New Lab

Each Laboratory used - including in-house - must be entered to enable effective tracking of Lab jobs. 
  1. Record menu > New Record
  2. Name: Type the name of the Laboratory. E.g. Crowns are Us
  3. In-House: Tick if this Lab is an in-house Lab
  4. Common for all locations: For multi - locations sites, tick box if all locations use this lab
  5. Add contact details and other information known about this Lab
  6. Allowed Technical Work
    1. Tick Show all available options
    2. Tick the relevant Category of Work for this Lab. (Instruction below)
    3. Select the Lab Sheet form being sent
      1. Form "C&B": Crown and Bridge
      2. Form "D": Dentures
  7. If you wish to setup the labs letterhead details:
    1. Click LETTERHEAD & LOGO SETUP

New Laboratory Category of Work

Laboratory Categories of Work are the type of work a Lab completes. For example, Whitening Trays,  Dentures and Crown and Bridges.
To Add a new Category of Work:
  1. Click the navigation menu > Location Setup > Location page
  2. Record menu > Services
  3. Select the relevant service (for lab)
  4. Click CATEGORIES OF WORK

  5. Click ADD
  6. Enter new categories 
  7. Click CLOSE

Add Lab Staff

Laboratory Staff can be created (optional) to assign jobs to specific people. This is generally used for in-house laboratories, otherwise external labs assign jobs among their own team. Lab staff will show in some drop lists of Dentall4Web. 
  1. Laboratories > Lab Staff page
    1. If working in a multi-location environment, select the specific Location or Any Location from the drop list
  2. Select the Laboratory to add the employee name to
  3. Operations menu > New Staff
  4. Enter the Surname and Code in the 'New Laboratory Staff' window 
  5. Click OK

  6. Next, complete the remaining details/information to save the employee file

Managing Laboratory Features

Add/Remove New Laboratory Stages

Each lab job can have the stage of work added and updated along the way. Ensure all stages are entered to enable accurate tracking. 
The Lab module allows the association of jobs with specific items performed on patients. This means there is a relationship between lab jobs and the items performed (or planned in the Treatment Plan) on patients.
It is up to each practice to choose how to define that relationship.
For example: use an existing item, such as “615 – Full Crown Veneered” or add a new item "LR01". 
A dental laboratory might use a limited number of items for clinic billing purposes.
For example the Crown and Bridge lab may have only five general items which they deal with, such as:
  1. Porcelain Fused to Metal
  2. Post and cores
  3. Full metal crowns
  4. Full porcelain crowns
  5. Implant crowns
Add Items for Laboratory Job Use
  1. Click the navigation menu > Location Setup > Items page
  2. Select Lab Related Category
  3. Select the relevant SubCategory, or click SubCategory to add a new one
  4. Click PROCEDURE
    1. Item Code: Enter the new item
    2. Description: Enter the description of the item
    3. Click OK

  5. Category of Work: Select from the drop list
Set Existing Items for Laboratory Use
  1. Highlight the item to be set for laboratory use
    1. Category of Work: Select from the drop list

Laboratories: Setup Lab Fees

It is optional to add fees against laboratory item numbers. These fees will be automatically added to the lab job.
Alternatively (recommended), do not setup lab fees and simply add the fee in Treatment page once the laboratory invoice has been received and paid. 
  1. Click the navigation menu > Laboratories > Fees page
  2. Select the Laboratory
    1. Click NEW LEVEL
      1. to new level: Enter the Fee Level name
      2. Since: Enter the start date of this new level
      3. Click OK
    2. Enter the fees against relevant items
       

Include Items from Lab works into Invoices


There are cases or some professions that may need to incorporate the Lab Fee directly into the invoice printouts so that the patient is aware of the Lab fee component of the whole job.

InfoIn the case where Yes is selected, the invoice printout will be the Treatment Items plus Lab Fee Item.
Select Yes in General Setting to turn this on. 

Info
Click here for instructions on using the Laboratories features

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