Usage:

Case Finder – This powerful search engine will help you to find any case that was ever entered into the Dental Production System using various pieces of information, including Customer ID, Case Number, Patient First, Patient Last Name, Date In, and/or specify a date range for one of the following dates: Ship Date, Due Date, Date Invoiced, or Date in. You can search by one or all of these case properties and DLCPM will scan all specified fields in search of the values you enter. Even if you’re not sure of the spelling, only type the first few letters and DLCPM will return all values that start with what you typed.

 

Navigation:      Home menu >

Case Finder menu

Available options on Case Finder:        

•Search a case by entering values in any column header in the grid. Results that match the search criteria will be displayed in the grid.

•Add new cases by clicking on New Case. Read here more info about how to add a new Case.

•Once you found or created a case you can

➢Edit selected Case

Please Note: If case is invoiced then no changes can be done.

➢Invoice Case

➢Invoice for Try-In

➢Options

•Delete Case

•Duplicate Case

•New Estimate

•Accept Web Case

•Remake Case

•Set Case as Remake

•Credit Case

•Add New Call

•Add New Alert

•Un-Invoice Case

•Reschedule Case

•Reports

•Unlock Case

➢Print

•Workorder

•Invoice

•Case Label

•Local Shipping Label

•Carrier Shipping Label

➢Go to Customer

•Bottom section with several information related to the selected case such as:

➢Call Notes

➢Audit Trail

➢Products

➢Enclosures

➢Tasks

➢Tasks History

➢Case Notes

➢Attachments

➢Payments & Credits

➢Taxes

 

See also:

Add New Case

Case Form description

Case Tabs Description