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Lab Tracking — A Walkthrough

Send a case, share the link, and watch the lab’s updates arrive in OdontoX without a single refresh — files included. This guide is the chairside reference; the settings reference for the same features lives at /clinical/lab-cases.

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What’s new

  • Full-page lab case creation. Pick the patient, lab, tooth, due date and notes on a real page instead of a cramped popup that cut off the calendar.
  • The appointment right rail shows real lab cases — status, lab name, due date and tooth — without opening the case.
  • A shared link for the lab. Share it via WhatsApp or email. The lab uploads their files and updates the status from the link without needing an OdontoX account.
  • Auto-refresh on shared-link updates. Status changes from the lab flow into the dashboard without a manual reload.
  • A toast on lab upload. “New lab attachment for [patient]” fires when the lab uploads, so you do not have to keep checking.
  • Lab uploads in the Radiology Workstation. Lab-uploaded images surface in the X-Ray & Radiology Files module alongside in-clinic radiographs.
  • JPEG / PNG only, 25 MB each, multi-file for lab uploads.

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How to use it

  1. Open Clinical → Lab Cases → New Case (full-page).
  2. Pick the patient with the typeahead. Pick the lab. Pick the tooth and the due date. Add notes.
  3. Save. Tap Share with lab to get the shareable link. Send it over WhatsApp or email.
  4. The lab uploads files and updates the status using the link. You see the updates appear in the lab tracking dashboard automatically — no refresh.
  5. When the lab uploads a file, the in-app toast pops up. Click it to jump to the case.
  6. Images uploaded by the lab also appear in the patient’s X-Ray & Radiology Files. Open them in the Radiology Workstation if you want Ruby to read them.

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What changed since the last revision

  • Lab case creation is now full-page.
  • The appointment rail shows real cases.
  • The shared link auto-refreshes status updates.
  • Toasts fire on lab uploads.
  • Lab images surface in the Radiology Workstation.
  • Uploads are JPEG / PNG, 25 MB max, multi-file.

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Need help?

If anything is unclear, write to [email protected] or open a ticket from Settings → Support.