Overview
Use Lab Orders to organise laboratory work, track its progress, and record laboratory payments and provider lab expenses.
Before you begin
Set up lab permissions, contact, services, and products. See How to setup the Lab Module for instructions.
Create a lab order
1. Open the patient’s Treatments tab.
2. Click the Cog icon, then click Create Lab Order.
3. Complete the order details.
| Field | What to enter |
| Location | Your clinic location |
| Provider | The dentist or clinician assigned |
| Appointment | The patient’s appointment date and time |
| Planned appointment | The future appointment associated with the lab work |
| Lab Service | The type of lab work, such as denture, crown, or bridge |
| Lab Sheet | The completed laboratory form attached to the order |
| Lab | The receiving laboratory |
| Due Date | When the lab work must arrive |
| Shade | The tooth colour |
| Instructions | The lab work requirements |
| Items | The products to order |
4. Click Create Order.
Record a laboratory payment
1. Click the Lab order icon
2. Complete the payment fields.
| Field | What it means |
| Amount Paid | The amount paid to the laboratory for the work. |
| Expense (Lab Expense) | The amount deducted from the provider’s statement, calculated using the configured Lab Expense percentage |
| Statement Date | Determines when the lab expense is deducted from the provider’s statement. Select the date for the intended statement period |
| Reference | An identifier for the payment, such as an invoice or transaction number. |
3. Check the details and click Record Payment to save the payment record.
Understand the lab expense calculation
The system automatically calculates Lab Expense using the percentage configured under Lab Expense in Business Settings, according to the clinic’s agreement with the provider.
Example
| Detail | Value |
| Amount paid to the laboratory | $570.00 |
| Configured Lab Expense percentage | 35% |
| Lab Expense deducted from the provider’s statement | $199.50 |
Calculation: $570.00 x 35% = $199.50
In this example, the clinic pays the laboratory $570.00, and $199.50 was deducted from the provider’s statement for the selected statement period.
For more information, see How to track lab expenses and calculate the dentist commission.
If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!
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