How to Create an Order

This article will describe how to enter an order. There is a video attached at the end that walks through the process step by step.

Once you have logged in, the first screen you will see is the Dashboard.

On the left side of the screen, expand the orders tab, and select Order Entry. This is where you will view all the orders you have entered.

Select Create New from top left of the order grid. You are now ready to start entering the case information. Begin typing the doctors name for the case you are creating and select the doctor you would like to use.

You can type a few letters and then an asterisk to get a list of doctors to select from.

The account will appear below. If an account has multiple shipping addresses, this icon will appear and you can select the correct address for this case.

Begin entering the patient first name, then press tab on your keyboard to move to the last name. You can either use your mouse or the tab key to move between each field. Enter all applicable information. The completion date can be used once the order has been completed, but is not required.

Select Add Product or Alt F5 on your keyboard and start entering your product name or alpha code. Select the product from the populated list. The list will continue to narrow as you type more characters. Enter the tooth number or arch. The quantity will populate based on the tooth numbers, but you can override it if necessary. The price and workflow automatically populate. If you have a variable priced product, it will appear in red and you can edit the price. Select a discount if needed.  You can continue entering products, by selecting Add Product, or you can use ALT F5 on the keyboard.

If you would like to delete a product, click the menu button on the right of the products and select delete.

 

Once all products have been entered. Click Save.

Your order has now been created, and you can begin working on the next case.

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