Create a case |
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Create a case |
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Create a case |
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Create a case |
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Usage:
Case Entry – Using streamlined processes and intuitive interfaces, entering cases has never been easier or faster. Employees can easily enter all pertinent case information including Products, Tooth Numbers, Materials, and more.
Before you start creating cases be sure to address all of the necessary settings and create all of the data that you might need to fill in when a case is created. Refer to set up data for creating cases for more information.
Navigation:
There are several ways to open the New Case form. The steps to create the case are the same, the only difference is the path you take to the case entry form.
You can: 1.Click on ➢ New Case icon in Main menu,
New Case option on Main menu ➢ or on New Case in the File menu,
New Case option in File menu ➢ or simply click CTRL+F1. 2.Select the customer for which you want to add a new case.
Select Customer form |
Or 1.Open the Customer form. 2.Select the customer for which you want to add a new case. 3.Select the 4. Cases tab on the Customer form. 4.Click on the
Customer form with Cases tab opened
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Either way you have to get to the New Case form in order to create a case.
The New Case form has several fields populated by default with data entered previously in different screens of the application. (like: Doctor name, Production and Invoicing Lab, and several Dates including Ship date and Due date)
Without entering any other information you can click on the 
button, the form will close and the case will be created.
How to add data like Products or Enclosures, Materials or how to Remake, add Discounts or Invoice, as well as all other operations that can be done using cases is detailed in different topics. Please go back to Cases topic and choose the operation you would like to do in order to see details about how it can be done.
Clicking on 
will close the existing New Case form and also open another New Case form in order to create another case.
New cases that are created get an assigned number and also the default status that is set in File > Global Settings > Global > Case Options. All cases will be displayed on the Cases form in the grid.
See also:
