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Orders Page

The Orders page in the Lab Management Software (LMS) provides a comprehensive view of all orders from all clinics, with powerful management tools for efficient order processing.

Admin View​

Main Features​

  1. All Orders Overview: View orders from all clinics in one place.
  2. Product Type Tabs: Easily switch between different product types for focused management.
  3. Bulk Actions: Change the status of multiple selected orders simultaneously.
  4. Status Filter: Use dropdown menus to filter orders by their current status.

Order Details Page​

Clicking on an individual order opens a detailed view, including:

  • Ordered items
  • Reference number
  • Order date
  • Shipping address
  • Product information
  • Downloads (e.g., design files, prescriptions)
  • Change history (status changes with timestamps)
  • Notes section for lab use

Actions Available:​

  • Reorder
  • Cancel order
  • Print production order
  • Print shipping label
  • Change order status
Efficient Order Management

Use the bulk actions feature to update multiple orders at once, saving time during busy periods.

Clinician View​

When clinicians access the Orders page, they see a simplified version with the following information:

  • Order status
  • Ordered items
  • Option to cancel the order (if not yet in production)
  • Option to reorder
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Clinicians have limited actions compared to the admin view to maintain workflow integrity.

Order Statuses​

Orders can have various statuses, typically including:

  • New
  • In Production
  • Production Delayed
  • Produced
  • Ready for Shipping
  • Sent
  • Cancelled
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Status changes are logged in the change history, providing a clear audit trail for each order.

Filtering and Sorting​

  • Use the status dropdown to filter orders by their current status
  • Sort orders by date, clinic name, or other relevant criteria for easier management

Notes and Communication​

  • The notes section allows lab staff to add internal comments about an order
  • This feature facilitates communication between different lab departments
attention

Ensure that any notes added are professional and relevant, as they become part of the order's permanent record.

Printing Functions​

  1. Production Order: Print detailed instructions for the production team on A4
  2. Production Label: Generate and print labels directly from the order details page on a Dymo Label printer

Reordering Process​

The reorder function allows quick creation of a new order based on a previous one:

  1. Navigate to the original order
  2. Click the "Reorder" button
  3. Review and modify details if necessary
  4. Confirm the new order

This feature is available to both lab admins and clinicians, streamlining the process for repeat orders.

Best Practices​

  1. Regularly update order statuses to keep clinics informed
  2. Use the notes feature to document any special requirements or issues
  3. Leverage bulk actions for efficient processing during high-volume periods
  4. Encourage clinics to use the reorder function for consistent, repeat orders
Customization

The exact layout and features of the Orders page may be customized based on your lab's specific needs. Consult with LutraCAD support for potential adjustments to your LMS interface.

This documentation provides a comprehensive overview of the Orders page in the Lab Management Software, covering both the admin and clinician views, and detailing the various features and best practices for efficient order management.