General
Contents
Navigation: Cases > New or Edit Case > General tab
General tab
Case Information
•Customer ID - Customer identification number. Customer ID can be change by clicking on 
and selecting a different ID. The case will be saved on the corresponding customer form.
•Pan # - enter the pan number
•Patient First - Patient first name
•Patient Last - Patient Last name
•Shade - enter Shade
•Mold - enter Mold
•Sex: F or M
•Age : enter age
•RX # - enter prescription number
•Doctor Name - the customer name is set as default but you can select other doctors if there are any available
•Invoicing Lab - Invoicing lab is populated with the one set on the customer form. You can change the lab by selecting one from the available list
•Production Lab - Production lab is populated with the one set on the customer form. You can change the lab by selecting one from the available list
•Catalog - catalog defaults to the one entered when customer was added. If there are no products added to the case, users may modify the catalog by selecting a different one from the available list.
•Sales Person - defaults to the sales person added on customer form. It can also be changed if needed.
•Patient Chart#
Processing Dates:
•Rush - This option allows the user to prioritize the case if necessary
•Date In - Defaults to the date the case was entered on. This can be changed to another date.
•Due Date - Enter date when the case is due.
•Ship Date - Enter date when the case will be shipped. This date cannot be after due date
•TryIn Date - Enter TryIn date
•Submitted on - Will be automatically populated with the date when the case is created
Status
•On Hold - Case can be set on hold for different reasons. More details on this topic
•Canceled - Case can be canceled for different reasons. More details on this topic.
•Date - Enter date when case was canceled or set on hold
•Reason - Enter text for explaining why the case was canceled or set on hold.
•Status - Case has different statues. More details on this topic.
See also: