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- Dental Practice Management
- Who it's for
- Practices coordinating lab work
Practices coordinating lab work
A dental practice coordinating laboratory work needs the case reference to remain connected to the patient visit while processing happens elsewhere. Staff can record the local case state and preserve the reference needed for a laboratory conversation. Agree how the laboratory returns results and how the clinician receives its correspondence.
How Dental Practice Management is set up for you
Case identification
Use lab case number and Appointment when matching an update. A repeated case type or a familiar patient name is insufficient to decide which record should change. Review a suspected duplicate before creating another case.
Processing outcomes
Ordered, Collected, Received, Tested and Rejected describe the available states. Record the collection date when the case is collected, and review later state changes against the laboratory's update.
Dispensing evidence
Where relevant to the visit, record prescription dispensations with Medication, lot number, Quantity, Unit and authorized by. The clinician checks the recorded lot and quantity against the source dispensing evidence.
Clinical review
Clinical Reviewer reads the visit-linked evidence. When the case reaches Tested, the clinician obtains the result through the agreed laboratory handoff and interprets it for the visit.
A dental practice coordinating laboratory work needs the case reference to remain connected to the patient visit while processing happens elsewhere. Staff can record the local case state and preserve the reference needed for a laboratory conversation. Agree how the laboratory returns results and how the clinician receives its correspondence.
Pilot an appointment with a lab case whose reference can be traced through a manual handoff. Include a rejected case and a delayed update referring to a different visit. Ask the clinician to explain which case changes and why. If dispensations are used, include a known lot and verify the authorizing person's reference.
Agree how the laboratory identifies each case before connecting updates. Rehearse a repeated delivery and an unfamiliar case number with the clinician before using the connection in daily work. Use [Lab and dispensation evidence](/dental-practice-management/processes/lab-and-dispensation-evidence) for rehearsal and the [connections guide](/dental-practice-management/integrations) to agree responsibility for external evidence.
Features to start with
Roles on the team
- Clinical Governance Administrator
- Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
- Clinical Reviewer
- Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
- Licensed Clinician
- Captures assigned care operations work and evidence.
- Clinical Coordinator
- Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
Set up Dental Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.