Ui
Last updated: 2026-03-29
Overview
The Dentistry and Dental Lab module provides all the screens you need to manage dental patient charts, plan treatments, log completed procedures, and order dental prosthetics (like crowns or dentures) from a laboratory. It creates a seamless flow from the dentist's chair directly to the lab technician.
When Do I Use This?
- When charting a patient's mouth to record current tooth conditions and anatomy.
- When creating a step-by-step Treatment Plan for a patient.
- When recording a completed dental Treatment (e.g., fillings, extractions) and specifying which tooth surfaces were worked on.
- When ordering dental work (a Lab Case) and specifying the material, shade, and instructions for the dental technician.
How To Use
Charting and Managing a Tooth Profile
- Navigate to the patient's dental chart.
- Select a specific Tooth Profile.
- From this screen, you can visually update the tooth's condition using the interactive chart.
- You can directly add Treatments or Lab Cases linked specifically to this tooth under the details section.
Creating a Treatment Plan
- Go to Dentistry → Treatment Plans.
- Click + New.
- Enter the patient details and select the current State (e.g., Proposed, Accepted).
- Add individual Treatments to the plan as line items.
- Click Save.
Ordering Lab Work (Lab Case)
- Go to Dental Lab → Cases (or add a case directly from a specific Treatment screen).
- Click + New.
- Select the Service (e.g., Crown, Bridge).
- Select the required Shade and Material from the dropdown menus.
- Type any specific requests into the Instructions box.
- Click Save. Note: The related sales order is automatically linked and cannot be manually edited here.
Field Descriptions
Dentistry & Treatments
| Field Name | Description |
|---|---|
| Tooth Condition | Describes the current health or state of the tooth (e.g., Cavity, Missing, Impacted). |
| Treatment Plan State | The current status of the overall proposed plan (e.g., Draft, Patient Approved, Completed). |
| Treatment Surface | The specific side or area of the tooth being treated (e.g., Mesial, Occlusal, Distal). |
| Treatment Outcome | The result of the procedure. Helpful for tracking successes or complications. |
| Billing (Treatment) | The financial charge linked to the treatment. This field is automatically managed by the system and is read-only. |
| Paths (Anatomy) | A technical drawing code used to render the shape of the tooth on the visual chart. Generally configured by administrators. |
Dental Laboratory
| Field Name | Description |
|---|---|
| Service | The type of item the lab is building (e.g., Porcelain Crown, Partial Denture). |
| Shade | The exact color match for the patient's natural teeth (e.g., A1, B2). |
| Material | The physical substance used to create the prosthetic (e.g., Zirconia, Gold, Acrylic). |
| Instructions | A detailed text area where the dentist can write specific notes or warnings for the lab technician. |
| Case State | The workflow status of the lab order (e.g., Sent to Lab, In Production, Received, Fitted). |
| Order | A read-only link to the financial/sales order associated with this lab work. |
Tip: You can link a Lab Case directly to a Treatment. This keeps the patient's clinical records and physical prosthetic orders perfectly aligned in one place, making it easier for the front desk to track when lab work arrives before scheduling the fitting appointment.