You can send notes to the customer, and they can send comments over to you. Additionally, both parties can attach files to the job - such as 3D scans, photos and other documents.

 

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Notes are visible to both parties by default, unless "Job menu > Add PRIVATE general note" has been used.

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User accounts must have permission to view notes.

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Attachments are visible to both parties by default, unless sent to "Attachments (private)" by a LabManager printing rule, or "Job menu > Add PRIVATE attachment" has been used.

 

Additionally, attachments and notes can only be added by a user account with the permission to do this.




Generally, notes and attachments created by you (or the other users at your location) will be aligned to the LEFT.

Notes and attachments created by the other party will be aligned to the RIGHT.



In the following screenshot, as the lab, our notes and attachments are aligned to the left, with the dentist and practice's notes aligned to the right.






Note that you can Open, Add New or Delete general notes and attachments by right-clicking on the item and choosing the appropriate action from the pop-up menu.

 


 

 

 

Sending general notes

 

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Bring the job up onto the Main Form. 

 

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Using the General Notes area at the bottom of the form, click the green plus icon to create a new note

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Enter your message.

 

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Click OK

 

You will see your note appears in the General Notes area, left aligned, with the date and time, and with your user code prefixed before it.

 


If you need to add a PRIVATE general note, use Job menu > Add PRIVATE general note.

PRIVATE general notes are only visible to the lab.


PRIVATE notes appear in red text.

 



Receiving general notes from the dentist

 

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You will receive a notification via the flashing notifcation icon on your LabManager toolbar, click this icon

 

 


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Review the list of notifications and optionally double-click on the incoming note to view that job

 

 

The incoming note will be shown in the General Notes area, right aligned, with the date and time, and with the dentist's user code prefixed.

 

 

 

Sending attachments

 

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Bring the job up onto the Main Form.

 

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Using the Attachments area at the bottom of the form, click the green plus icon to add an attachment

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Browse for your file, select it then click Open

 

You will see the file name appears in the Attachments area, left aligned, prefixed with the date and time, and your user code.

 

You can view the file by double-clicking it in the list.

 


If you need to add a PRIVATE attachment, use Job menu > Add PRIVATE attachment.

PRIVATE attachments can only be viewed by the lab.


PRIVATE attachment names appear in red text. 

 



Receiving attachments from the dentist

 

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You will receive a notification via the flashing notification icon on your LabManager toolbar, click this icon

 

 


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Review the list of notifications and double-click on the incoming attachment to view that job

 

 

The incoming attachment's file name will be shown in the Attachments area, right aligned, and prefixed with the date and time and user's code.

 

You can view the file by double-clicking it in the list.