Case Entry
Case Entry 2.0
Removable
Phones
Shipping
100

An office requests a surgical guide, what do we need?

Cone beam or CT Scan sent in slices

100

How should a 5 unit waxup be entered 

Waxup & Siltec 

100

An orthotic is?

Rehab orthotic

100

An office calls wanting to see when a case will be shipping, what do you say?

This case is expected to arrive by end of day on the due date.  

100

What are the shipping fees for classic & cosmetic cases

$10 for classic 

$20 for cosmetic

200

If a scan is being added to a case that is already in lab, what are the proper steps?

Add the scan as a product

Scan in paperwork

Find the case and take the whole pan to Michelle 

200

An office wants a flipper, how do you enter?

Flipper +

 the teeth they requested 

200

An office wants a retainer with 4 teeth, how would that be entered?

Essix Flipper( includes 1 tooth)

+3 teeth

200

An office calls wanting to speak to a tech, what are the protocols before the call gets to them

Ask what the call is regarding, see if its actually for the tech, or see if we can access the case so they have it in front of them while they take the call and then transfer accordingly  

200

What is an office that requires 2day shipping

McPherson, AK 201, Limbird, 

300

What are the scenarios that you would notify a scheduler via email about a cosmetic case 

If a case is being put on hold

If a case is being taken off hold

Units change

Cancelled case 

300

What is the difference between Bruxzir and Bruxism

Bruxzier is a zirconia crown

Bruxism is refrencing a nightguard

300

Steps for Saturday Delivery

Add correct address to account

add alt address into the specific case

Change shipping to P.O

Add Saturday delivery in Invoice Notes

400

How to enter a classic implant case, digital & analog

Digital: Implant crown product + digital implant model with correct teeth

Analog: Implant crown product + Implant model with correct teeth

400

What is everything needed for a cosmetic case

Prepped Impression or Scan

Temps  or Waxup (whatever they request us to follow)

Photos (shade, facebow or stickbite, prep shade, temps)

Check to see if case is pre scheduled & give date accordingly 

400

What is a stayplate

Flipper

400

What is the commit times for Priority Overnight

Depends on the area

500

What is the protocol when a case comes back from try in 

Invoice the case

Right click, edit invoiced case

Remove Shipment date

Remove tracking number

Un Invoice case & enter accordingly

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