Best Practices for How to Submit An Order
1 . Method 1 : Enter Order , Scan Patient , Submit 2 . Method 2 : Start Order Form , Scan Patient , Finish Order Later , Submit a . If you typically like to scan all of your patients and then enter the order details at the end of the day . We would recommend the following best practice for how to enter just the patient info , scan , then come back to enter the remaining order details . b . At the beginning of the day , start and order form , add your shipping address , add your patient info , then click the “ Save & next ” button at the bottom of the screen . This will save your order . c . Then , when you have the patient in the office , go to “ Edit ” the order you started earlier , and add scans . ( If you are on an iPad , just click “ Scan Mobile ”) if you are on the desktop , use the qr code feature , and then begin scanning . d . Upload your scans , click “ Save & Exit ” e . Repeat this process for all of the patients you see that day . f . At the end of the day , you can click the “ Edit Order ” and add the remaining order details for each order , then you can “ Submit ” the order .
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