Create order in Clinic2Lab
Do you prefer to see a video of the order proces? Click below to watch our guide. Otherwise follow the guide below.
Guide - New order
Clicking ‘New Order’ in C2L will take you to this overview (above). From here you are able to start creating your order.
Do you have a digital scan?
If you have created a digital scan with either TRIOS, Panda or iTero, please start the order process by clicking the ‘Connect’ button on the right hand site of the screen. When you have imported your scan, the order form will automatically be filled in for you.
If you have created a digital with a different scanner than the ones previously mentioned, please click the ‘No’ button under Digital Model and the field will then change into:
If you have the digital on your computer, please upload the file by clicking ‘Scan file’. Please select the scanner in question from the drop down menu.
Complete the order by filling in the required information as explained below.
New Order overview
The order overview will typically contain the following fields:
Order information:
CaseNo = Can be used if your customers have preprinted order sheets with consecutive order numbers.
This allows a digital link between the order number from the preprinted sheets and a C2L order number.Dentist = Which clinic and responsible dentist is requiring the order. Just type the first letter and a list of available options will appear.
Debtor no. = This field will automatically be filled in when you choose the dentist. This number is often also used as a reference in your accounting system.
Patient information:
PT Ref. Nr. = Insert the patient ID number.
Name = Patient first and last name.
Order by = Choose which person at your lab will handle the order internally. This name will also be used on the final order form as well as on the patient statement.
Other information:
Attachment = Click if you want to attach images of teeth, color samples or similar.
Digital Model = If you have a digital scan, click ‘No’ as the field will then be converted into ‘Yes’.
Import Files = Here you have the option to import digital models from both TRIOS, Panda and iTero scanners. Click the ‘Connect’ button to get access to your scan.
Pick-up/treatment date =
Choose the type of work
Please select the type of work you would like to have done. The available options may vary from lab to lab depending on the services they provide. An example of available work can be seen here:
Fill in work type
When you select a work type, the system will show the fields you need to complete as illustrated below. If you leave out a required field, the system will stop you from moving forward.
If you would like to add more than one work type to the same work order, please click ‘Add Work’.
When you are ready, select where you would like the work to be carried out and click ‘Confirmed’.
Your work order is now complete.