Setup your EasyRx Connected Lab Account (EasyConnect)

Setup your EasyRx Connected Lab Account (EasyConnect)


Welcome to EasyRx - We have put together this guide to getting started for new EasyRx Lab customers such as yourself. We know you are eager to start getting productive - these are the first steps to getting yourself acclimated with your new account. This article covers setup of your EasyRx Connected lab account.  You should also review the Getting Started Guide, which reviews receiving and processing cases using EasyRx. 

Free On-Boarding and Training 
We offer free on-boarding with an EasyRx Trainer. During the free on-boarding, we review account setup and using EasyRx Lab day to day. Follow this link to schedule free on-boarding: EasyRx Connected Lab On-Boarding 

Contact Information 
Go to Contact Support at the top of EasyRx to see all available support options. We're here to help!


Most Important 

Review Part Categories and Parts

EasyRx includes the EasyRx Univeral Library of Parts and Appliances. The library includes over 600 different parts and appliances and is the foundation of creating a prescription.   When a practice is sending a prescription to your lab, your customized version of part and appliances is displayed to the practice.  We recommend reviewing the Parts and Appliances, doing the following:
  1. Review Part Categories, disabling Categories your lab does not offer
  2. Reviewing Parts, disabling Parts your lab does not offer
  3. Reviewing Appliances, disabling Appliances your lab does not offer
  4. Customizing Parts, like adding Alternate Part Names, your Lab Part Number
  5. Create Part Lookups

Category Manager

Go To Configure -- Category Manager to review Part Categories




The Category Manager displays all Categories, Sub Categories and parts assigned to each category



Review each Category by clicking the Parts link to display all parts assigned to the Category. If the Category is not something your lab offers, click reactivate to hide that Category.
  1. View shows the Category read-only
  2. Edit allows you to edit the Category.  

From the Edit page, you can 
  1. Rename the Category name
  2. Change the Parent Name or Make this a Parent 
  3. Choose if the Category applies to Parts, Appliances or both (we generally recommend both)
  4. Activate or Inactive the Category
Deactivate - de-activates the Category, when deactivated, the category does not display when creating a prescription 
Parts - displays the list of parts assigned to the Category

NOTES: 
-If the Main Category is deactivated, all sub Categories are de-activated
-You can view Hidden Categories by clicking "Hide Inactive Categories" at the top.
-New Categories can be created using the "Create New Category" link at the bottom
-Parts can be assigned to a different Category by editing the Part and assigning a new Category

Parts

Go to Configure - Parts to review Parts.  


We recommend enabling Alternate Part Naming (set the slider to blue), allowing you to add Alternate Part Names to Parts

Menu Options
View- displays the part in read-only format
Edit - Allow the part to be edited. From the edit page you can:



  1. Add an Alternate Part Name. Used if your lab uses a different name for this part.  When creating a prescription, the Alternate Part Name is searched and displayed when viewing the prescription 
  2. Add a Lab Part Number.  Each Part is assigned a Universal Part Number. Optionally, you can add your Lab Part Number, which is displayed when viewing or printing the prescription 
  3. Part Price.  You can enter your standard of default price for this part. The price is displayed to the practice when creating a prescription 
  4. Categorize as a part or appliance. A part is a single item available for a prescription. An appliance is usually a collection of parts. 
  5. Category: Assign this part to a Category.  A part can be assigned to multiple categories
  6. Status: Set the status as Active or Inactive
Options
You can set up additional Part Options on any part, allowing you to collect additional information required to manufacturer the prescription. 
Slide to blue to enable Dental Part Options, Dental Part Options are common restorative part options
  1. Shade
  2. Stump Shade
  3. Characteristics
  4. Margin 
  5. Pontic
NOTES:
  1. When enabled, all Dental Part Options are enabled by default, uncheck the Options box to disable those option for this dental part option 
  1. Edit allows you to edit the name
  2. If you require the Part Option to be entered before a prescription is submitted, click the Req column 
  3. Slide the Auto-Load Part Option to blue to automatically display these options when this part is added to a prescription 
Create Part Option
Part Options are custom lookups created for this particular part or for a group of similar parts like a crown.  Clicking Create Part Option opens the Manage Parts windows, where custom lookups are created:


Enter the Visible Option Name
Select the Option Type, when this part is added to a prescription, the Part Option is displayed.  There are 6 lookup types available. 
      Checkbox Group
      Radio Buttons
      Textbox
      Drop-down
      Checkbox






      Lookup

      Lookup links to Part Option Lookup. A Part Option Lookup is a lookup list that is "global", allowing the list to be used on multiple parts. For example, build one look-up for "Full Cast" and use this list on multiple crowns. Go to Configure -- Part Option Lookups to setup Part Option Lookups. Go here to review a lookup on Part Option Lookups


Copy 
Copy copies the part, creating a duplicate of the part.  You would use copy part when you want to create a new part, but graphically, the part can look like an existing part. An example is a crown.  Graphically, crowns look the same and have the same tooth movements, but have different colors   Use Copy part to create a new part, with a new name. 
  

Part Admin Interface

The Part Admin Interface displays images of all parts, allowing you to see each part.  From this page, you can Deactivate, View, Edit and add Part Options from this page.

Part Option Lookups

Part Option Lookups are global lookups lists, which can be assigned to multiple parts.  For example, you may create a Part Option Lookup for Bite Occlusion and link this lookup to all parts requiring information on Bite Occlusion.  For more information, refer to this KB article:  Part Option Lookups.

Appliances 

Appliances are a collection of parts or a special appliance type requested by a practice or lab. Similar to parts,  you should review the Appliance List and de-active any appliances your lab does not offer.  


  1. View - opens a read-only view of the appliance
  2. Edit - Allows you to Edit the Appliance


  1. Lab Number: The internal lab partner for this Appliance
  2. Appliance Name:  The Appliance Name field can be edited
  3. Place in Category: Like Parts, Appliances are assigned to Categories.  Review and edit the assigned Category
  4. Price: Your standard price for this appliance
  5. Status: Active or Inactive
  6. Assign to Practices:  Appliances can be assigned to a specific practice or practices or assigned to all practices. 

NOTES:
  1. If an appliance is assigned to a category that is inactive, the appliance does not show when practice is creating a prescription.
  2. The parts that make up an appliance can be edited via the Prescription Workspace.
  3. New Appliances can be created using the Create Appliance Option 

Prescription Templates

You can create Prescription Templates for your practices. Prescription Templates are the most commonly used prescriptions of the lab or your prescription.  For example, you may create prescription templates for your most common crowns.   To create templates on lab accounts Go To Configure - Templates

Go here to watch an EasyVideo on creating prescription templates: https://youtu.be/uK-nAWTF4K8
One note: The video was created from a practice account, however, the process to create a prescription template are the same for lab accounts.  

NOTES:
Templates can be assigned to all practices, specific practices or individual practices

Part Pricing 

Optionally, you can enter your lab's standard pricing on parts, appliances, templates, model choices.  This information is displayed when the practice is creating, viewing, or editing a prescription.  Review this KB for more information; Adding "Pricing" to your parts so your practices can see your prices in real-time

Dental Option Pricing 

User Accounts & Email Addresses

Review Prescription Options

Go to Configure -- Prescriptions Options in the Configure Other Options Settings to review Prescription Options.


  The Prescription Options Page controls the information displayed to the practice when creating a prescription:



Show Templates LastWhen a practice is creating a prescription, the template name is displayed. We recommend enabling 
Show EnclosuresWhen submitting, the Enclosures button is displayed. We recommend enabling 
Allow Changing of Ship ToIf you allow a practice to change their Ship To location after a case is submitted, enable 
Hide Aligner TabIf you do not offer a clear aligner product, click to hide the Aligner Prescription Form 
Hide IDB TabIf you do not offer a indirect bonding product, click to hide the IDB Prescription Form
Hide Models tabIf you provide model printing services, enable.  You should also setup your model printing options
Hide Resets TabThe Resets tab is also used to mark missing teeth, we recommend enabling
Hide Standard PriceIf you have entered your default or standard pricing in EasyRx, if this option is enabled, the standard price is not displayed by default when creating a Prescription. 
Require CommentIf you require the practice enter a comment when creating a prescription, enable. If unsure, leave unchecked
Date FormatSet your preferred Date Format when creating prescription 

Test Practice Account 

Each EasyRx Connected lab accounts includes a test practice account.  This allows you to login as a practice, submitting cases, reviewing the part configurations, etc.  The login name for the test practice is your lab admin address + doctor.  For example, if your lab login email address is admin@yourlab.com, the test practice login is admin+doctor@yourlab.com.  the password is the same password when your lab account was created.   


Other Items to Review 

Review Your Profile 

Go to the Account Settings -- Edit Profile to review your admin lab profile. First name, last name displays in the upper right corner when logged in; the default lab name is Lab Admin, you can change this if preferred



Model, Resign and Digital Models

Set up model printing services if your lab offers.  Refer to this KB for more information: Add Printing / Modeling Service options 

Configure Other Settings



3rd Part integrations 
Configure integration with iTero, 3Shape, 3D Printer Software
FavoriteDelete Favorite Views 
Lab Technicians
Lab techs can be assigned to prescriptions.  Set up your lab technicians
Enable Production Location Tracking
Production Locations can be physical locations, if your lab has multiple locations or lab partners, perhaps a design center you send out cases.
Prescription Options
See section above
Lab Profile
Setup your Lab Profile.  Go here to review a KB article: Set Up Lab Profile
Alert Notifications 
Set up notifications; - to let you know you have new cases to work on and other important events that happen  
Setting up 'alert notifications' 
EasyComments
Set up your pre-defined EasyComments
File Optimzation 
Information on EasyRx File Optimization 

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