•Case Number is the first field. If the Case is being created, the Case Number shows <NEW>. After saving the case, a case number is assigned, which will be displayed further in this field.

•Customer ID is populated by default with the corresponding Customer name. However this field can be changed:

➢Click on next to Customer field.

➢Select another customer on Select a Customer for this case form.

➢Customer is changed and the case will be saved on the newly entered customer form.

•Multiple Pans - you may add multiple pans by checking the checkbox and entering Pan Numbers, or you may leave the checkbox unchecked and enter value in Pan # field.

•Patient Name - Enter Patient First and Last name. Once fields are populated the system searches for cases added previously for this patient. If cases are found, then a message is displayed on the bottom of the form: There are ... other case(s) for this Patient.

•Shade - enter shade details.

•Mold - enter mold details.

•Sex - select patient gender.

•Age - enter patient age.

•Pt. Chart # - enter patient medical record number.

•RX # - enter medical prescription number.

•Doctor Name - Doctor name is populated by default with the name set as default on Practice Doctor form. You may change it if necessary:

➢Click on next to Doctor Name field.

➢Select another doctor on Select Practice Doctor form.

➢Doctor Name is changed.

➢You may revert to the default doctor by clicking on

•Practice Doctor # - is populated automatically when Doctor name is entered. This number is generated when Practice Doctor record is created.

•NPI # - National Provider ID (NPI)

•Invoicing Lab - is displayed based on the options set on Customer > Main tab. Invoicing lab may be changed. There could be some restriction regarding invoicing labs, based on the settings made in File > Global Settings > Global > Case Options > Case Entry tab.

•Production Lab - Default Production Lab is set in File > Global Settings > Global > Case Options > Case Entry tab.

•Catalog - the Default catalog is set in Customer Settings > Lab Settings. Catalog can be changed only if there are no products added to the case. You must delete all products to change the catalog.

•Purchase Order - are entered in Customer Settings > Purchase Orders. You have there an option to allow only products from purchase orders when entering a case.

•Student Name - enter student name.

•Articulator

•PreSelected Team

•Rush - This option has no other effect on the case other than allowing the user to prioritize the case if necessary. Please read here more info.

•Submitted on - populates when case is submitted via Customer Portal.

•Date in - populated with current date (date when the case is entered)

•Due Date - if not set in File > Global Settings > Global > Case Options > Case Entry tab, you can enter it manually. Represents the date when the case is due.

•Ship Date - if not set in File > Global Settings > Global > Case Options > Case Entry tab, you can enter it manually. Represents the date when the case needs to be shipped.

Please Note: Ship date cannot pass Cutoff Time or Due Date

•TryIn Date - set date.

•Shade / Patient Appt - set date.

•Same Day Repair - This checkbox can be used to indicate that this case is a Same Day Repair. To find out more about Same Day Repairs, click here.

•Est. Delivery Date

•Warranty - you can mark a case to set a warranty and specify an expiration date for the warranty offered. When remaking a case, the warranty status is now displayed including “No Warranty”, ”Warranty Expired”, or “Under Warranty.”

•Warranty Exp. Date

•On Hold - On Hold status is created to represent the on hold cases. Date, Hold status and Reason depend on the option selection. Please read here more info.

•Cancelled - Cancelled status is created to represent the cancelled cases. Date and Reason depend on the option selection. Please read here more info.

•Hold Status

•Reason

•Status - Please read here for more info.

•Last Location - Location can be set after the case is saved on Customer > 4. Cases > Select case > Click on Audit Trail tab > Right Click > Set Case Location.

•Medicaid ID

•Med Auth #

•Scan after Save

•Print WorkOrder on Save - if checked, will print the WO after case is saved. You may set to print the WO automatically when new case is created in File > Global Settings > Global > Case Options > Case Entry tab.

•Print WorkOrder on Save

•Print Case Label on Save - if checked, will print the Case Label after case is saved. You may set to print the Case Label automatically when new case is created in File > Global Settings > Global > Case Options > Case Entry tab.

•Do not Schedule on Save - if checked the case will not be scheduled when saved.

•Digital Scanner - select from dropdown. Digital scanner record must be entered here previously.

•Sales Person - select Sales person. Make sure you have previously entered the list of sales people here.

•Created - displays the date and time when case is created.

•By - the user name which created the case is displayed.

•API Source - will show where a Case was generated from, i.e. Customer Portal, Lab, etc.