How to create a copy of the order in Unite Software

How to create a copy of the order in Unite Software

07/11/2023

When can a copy of a case be useful:

  • Case was sent to a wrong lab;
  • Changes need to be done in the order form;
  • Order needs to be re-sent to the lab;
  • Order needs to be sent to another lab.

How to make a copy in Unite

  1. From Cases view
    Go to Cases → select the necessary case → open the three-dot menu → select "Make a copy":
  2. From a Patients view
    Go to Patients → find the correct patient → find the necessary case → select it → select three-dot menu → select "Make a copy":
  3. If only the scans need to be re-used
    Go to Patients → find the correct patient → in the main menu you would see the Patient's library → select any needed scans → at the bottom there would be a suggestion of workflows and labs which are compatible with the selected scans/files:

This is especially important if the customer wants to perform any changes to the order, wants to re-send it or wants to send to a different lab. Likewise, if the customer has any issues with post process or exporting a case as STL that cannot be fixed under the original order.

 

 

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