Dental Lab Customer & Production Management

Settings

Settings

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Settings

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Usage:

If you are a Milling Center and receiving cases from other labs or doctors, your customers can send you a case directly from their DLCPM enabled system. While this is possible using the Customer Portal, LabConneX eliminates the double entry and provides full 2 way communication between you and your customers.    

 

Navigation:       File > Global Settings > Global > LabConnex > Settings    

V12 - LabConnex - Settings

LabConnex - Settings tab

 

1.First option is to Enable LabConnex.  

2.Next there are several notification options that can be selected depending on how you wish to set up your account:

Vendor Notification (Should be set at the Production Lab)

Notify Group on Case Change - select Group and notification method from the dropdown.

Customer and Vendor notifications:

Notify Group on New Case Image - select Group and notification method from the dropdown.

Notify Group on new Case Note - select Group and notification method from the dropdown.

LXE is used for Iner-Company only - All "Case Audit Trail" transactions will be transferred.

3.Automatically transfer Case Audit Trail for the following actions:

To Customer (Originating Tab):

Case is Invoiced

Case is Un-Invoiced

Case is Accepted

Case is Shipped

DueDate is changed

Case is Cancelled

Case is On Hold

Case Location

Send Tracking Number is Shipped by Vendor

To Vendor (Production Lab):

DueDate is changed

Case is Cancelled

Case is placed On Hold

Case Products are Changed

Design Approval Status

General options

Delete Case Document on Remote Site when deleted on the Origin Site - if you wish that documents will be removed once these are deleted on the origin site.

Transfer Case Instructions/Preferences to Production Lab.

Transfer Case Remake Information to Production Lab - When set, the following information is transferred only: Reason, regardless of value and Original Case Number (Remote Case Number), if available.

Transfer abbreviate Patient Name to Production Lab.

Transfer Case Shipping Info to Production Lab.

 

See also:

Default Values