Note: The ability to send orders to a partner lab must first be set up for your account by Crownbeam. Please contact Crownbeam Support to have this enabled: [email protected].
How to send an order to a partner lab
You can send any order you already have to a partner lab. In doing so, you become the practice yourself: the restoration is ordered directly from the partner lab's product catalog.
Open the order you want to outsource and click the three-dot icon in the order menu.
Select Send to partner.
In the Partner field, choose the partner lab you want. You can decide what gets copied along: Copy indications, Copy additional instruction, Copy files and Copy lab instruction.
Click Create order.
Note: The restoration data from the original order is copied over automatically, and you land directly in the summary. Use Back to adjust the indication, material, or files before ordering.
In the summary, select a Treatment date. Without a treatment date, the order can't be placed — the Order now button shows a warning icon.
Click Order now.
Important: Only once you click Order now is the order actually placed with the partner lab. Before that, it's only a draft and not yet visible to the partner lab.
Once placed, you'll see the order with partner status "Ordered" in your Outsourced Orders dashboard (reachable via Dashboards in the navigation), along with the shipping date and return delivery date. At the partner lab, the same order appears like any other newly placed order in their regular home view, with your lab shown as the practice.
FAQs
There's no order yet for this practice — what now?
If there's no order yet for the practice, first create a new order for the practice as usual. Only then can you send this order to a partner lab using the steps above.