Creating a Work Order

Creating a Work Order in Dentasync is a streamlined process that captures all the necessary information to initiate collaboration with a dental office.

How to create a work order

To get started:

1. Go to
   Work Orders
   from the sidebar.
2. Click the
   Add Work Order button in the top right.
3. A form modal will open.

Form fields

The form is divided into three key sections:

General Fields

Field	Required
Dental Office
Documented At
Delivery Date
Description

Patient Details

Field	Required
First Name
Last Name
Date of Birth
Allergies

Payment Plan

Field	Required
Amount
Payment Method
Installments

Validation

If you try to submit the form with missing required fields, validation messages will appear to guide you.

Attachments

You can upload dental office requests, scans, or any other supporting documentation.

Once everything is filled in, click Save. The work order will be created and visible in the list view.

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Let’s now learn how to view and manage a Work Order.