Labworks

Use Labwork in a patient’s Dental record to track a procedure sent to a laboratory, including its status, dates, price, and supplier. Saving the dental record stores the labwork. Create a separate linked expense when you need to record the clinic’s cost.

Before you start

Open the correct clinic and patient. Confirm the patient’s name in the header, then select Dental.

Assistants need View to open Dental. Adding labwork to a new record requires Create; changing a saved record requires Update. Both require edit access to the patient. A view-only patient share allows review but not changes. Creating a linked expense also requires edit access to the patient and permission to create clinic expenses. See Patient access for sharing details, or ask an admin to check your permissions.

Add labwork to a dental record

1. In Dental records, select Add record to start a new record, or select an existing row to open it.
2. In the record editor, select Labwork to add a labwork card.
3. Under Procedure, search for and select the matching procedure from the clinic list. Use an existing match; ask someone with permission to add it to the list if it is missing.
4. Enter the Price and currency. Under Laboratory, select the supplier. If you enter a new laboratory and the form offers to add it, complete that action before saving.
5. If you need to set a treatment status, add Status and choose Planned, In progress, Completed, or Cancelled. This tracks the labwork and is separate from any expense status.
6. Add Requested date and Completed date when needed, then review the dates shown in their fields.
7. Add a Note if needed. Select Save and wait for the Record created or Record updated notification.

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Find optional fields on a phone

Inside the labwork section, open More to add Status, Requested date, or Completed date. Note remains a direct action. On a larger screen, these additions appear as separate + actions. Fields already shown are edited directly instead of added again from More.

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Labwork dates remain separate from the dental record’s Single or Multiple session dates. Choose the dates that describe the laboratory work itself. For the overall record’s session type and status, see Dental records.

Create a linked clinic expense

Saving labwork does not create an expense. After you save a priced labwork item that has no linked expense, Create expense appears above the Dental records table when you have edit access to the patient and permission to create clinic expenses.

1. Select Create expense above the records table. The dialog lists labwork items that are eligible for an expense.
2. Review the procedure, status, laboratory, and amount. Remove any listed item that should not be included.
3. Choose Unpaid if the clinic has not paid this cost, Partially paid if some has been paid, or Paid if the full total has been paid. For Partially paid, enter the amount actually paid.
4. Select the matching Wallet for each currency and choose an expense Category. Enter a payment date when applicable, then select Create expense.

The app keeps each currency separate; it does not convert or combine different currencies. The linked expense is recorded in clinic expenses and can be reviewed under Accounting > Expenses. See Expenses for expense records and payment details.

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Update labwork

Open the dental record and expand its Labwork card. Change the procedure, price, status, dates, laboratory, or note, then select Save and wait for Record updated.

If the labwork has a linked Partially paid expense, its price must remain greater than the amount already paid. If the app rejects a price change, review the linked expense first. Change an expense’s currency from Accounting.

Remove labwork

In the dental record editor, select the remove icon on the Labwork card, then select Save and wait for Record updated. Removing the card removes the labwork from the dental record; it does not delete its linked clinic expense. Review or manage that expense under Accounting > Expenses.

If an action is unavailable

• The Labwork action is missing or disabled: check your Dental Create or Update permission and edit access to the patient with an admin.
• Create expense is missing: check that a saved labwork item has a price, has no linked expense, and that you have edit access to the patient and permission to create clinic expenses.
• A laboratory cannot be selected: choose an existing supplier or finish adding the typed laboratory before saving.
• A labwork price change is rejected: check whether the linked expense is partially paid and whether its paid amount is less than the new price. Change the expense currency from Accounting.