Crownbeam

Learn about the three ways orders get created in Crownbeam and why they all end up in the same digital process.

How orders are created in Crownbeam

A tour through an open order at the lab — every card explained individually, including the appointment sequence variant.

The structure of an order

Learn the full order status sequence in Crownbeam, how to change it, and how to trace every change in the event log.

Understand and change order status

Learn what the four home-screen tiles show, which other dashboards exist, and how to search, filter, and sort them.

Understand and use dashboards

As a practice, learn how to create an order in Crownbeam

Creating an order through the customer portal

Learn how to turn an incoming intraoral scanner case into a Crownbeam order via the Inbox.

Creating an order from an intraoral scanner

How to create an order as a lab, from selecting the practice all the way to the treatment date.

Creating an order in the lab account

Learn how a practice requests a cost estimate and how you as a lab turn it into an order.

Request and create a cost estimate

Learn which order details the lab can edit after creation, and what a practice can still change once an order has been placed.

Edit order information after the fact

Learn how to connect related orders together in Crownbeam and add existing orders to a connected group.

Connect orders together

How to communicate directly with the practice in the order, share files, and track order history in the event protocol.

Use the chat in an order

Who can delete an order depends on its status and on whether you're a practice or a lab.

Delete an order

Learn what the case sheet is, how to retrieve it, what it shows, and how it works with appointment sequences.

Understanding the case sheet

Learn what the delivery note contains, how to open it and what the practice gets to see on it.

Understanding the delivery note

Learn who can delete a file in an order, and how deleting a file differs from deleting a whole order.

Delete files

Learn what the XML Number is for, who enters it, and how you as a lab upload the XML Invoice in the order.

What is the XML Number in an order?

Learn how to mark an order as a complaint and create a linked follow-up order for it.

Create a complaint and follow-up order

Learn how to outsource an existing order to a partner lab and when it actually arrives there as a placed order.

Send an order to a partner lab

Andreas Gruber

Navigating and working within the Crownbeam order

Order

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