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Creating a Work Order

Learn how to create and submit a new work order for your dental lab.

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

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.
Work order creation form with required fields.
Work order creation form with required fields.

Form fields

The form is divided into three key sections:

General Fields

FieldRequired
Dental Lab
Documented At
Delivery Date
Description

Patient Details

FieldRequired
First Name
Last Name
Date of Birth
Allergies

Payment Plan

FieldRequired
Amount
Payment Method
Installments
Enter patient and payment details.
Enter patient and payment details.

Validation

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

Validation indicators for incomplete fields.
Validation indicators for incomplete fields.

Attachments

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

Attach relevant documents before saving.
Attach relevant documents before saving.

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


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

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