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