To start a new job, use the Action Bar and click New Job or use the hotkey (F3).

If you are unable to click New Job, that's because there's stuff going on within the Main Form that LabManager needs you to deal with first. Try clicking Clear Form or finish what you are working on first.

The Main Form is ready with your blank new job...

The patient, shade and notation prompts are customisable and explained in the Help Documentation's New Job topic. This can be useful if you want new jobs to also prompt for a patient DOB or any other information.

The job number has been automatically assigned by LabManager.

To use your own job numbers instead, just enter the job number you require on the blank Main Form and press RETURN instead of choosing Action New Job.

Assign a Dentist to the job

Type 'Beresford' into the Customer box and press Return.

Mr Beresford is already the highlighted customer so just click Select.

You could also search for a customer using just part of their name, or instantly retrieve a customer using the Customer's ID no. These are explained in the Help Documentation.

Great! Now we have a customer on the Main Form...

It doesn't matter if you have selected a different customer to our example, but if you decide you want to start over just chose Delete Job from the Action Bar.

Notice how the customer's invoice address is on the left of the Main Form, and the delivery address (usually a practice) is on the right.

We'll now fill out this job with some job specific items.

Use the TAB key to move the yellow prompt down to PATIENT, then press RETURN or double click on the PATIENT row.

From the box that appears you can enter the patient details - enter any details you like for now and click OK.

Using TAB or by clicking and pressing RETURN, use the same method to enter a shade and notation. You can make it up, or leave this blank and skip to the next line.

That's the basic contents of a job. We could also have set a department by tabbing to the Job Dept box and pressing RETURN and you could also set your own reference code by using the "Your ref" box. You're welcome to try setting these now.

Add Product Items to the Job

Tab down to (or click) the first empty row below notation and press RETURN.

In the Products selection window, click any item and press RETURN, or double click.

You can add other items to this list by pressing Add New or by using the Control Centre but we'll cover that later.

Select the quantity required and check the Band and Net Unit Price.

Mr Beresford has already been defined as usually using the NHS price band but you can override this here - or enter a custom price.

The other entry items are optional.

Click OK when you're finished and the item will be added to the job.

Let's try another useful (and quicker) method for adding another item to the job:

Click the next empty row on the job but don't press return. We want to add a 'Porcelain Inlay' by typing its code 'pi', so go ahead and start typing part of the code directly onto the empty line of the job, then press RETURN. You'll see the Products selector appears with all possible matches.

Didn't find what you were looking for in the list? Check the list is searching for Code rather than Description by clicking on the "Search..." box and changing the search method. Every item has a code so if you know the code, it will be much quicker to add it this way. You can set the selector to search by code as the default option, by clicking the cog at the top right of the selector and choose "Code" from the Initial Search list.

Read more in the More Features topic.

Usual Price Band

Line items you add to a job will inherit (ie. start off with) the price band indicated in the Pricing box shown at the top of the job. This defaults to this customer's 'favourite price band'.

To override the default price band, click in the Pricing box and press RETURN.

Read more on the default Price Band in More Features

Enter Line Notes to include on the Invoice

You can add line notes into the job area which will appear on the delivery note and final invoice.

This is different to the 'General Notes' area which do not appear on the delivery note or final invoice, but will appear on a job ticket.

The product code for a note is NOTE.

On a new line, click in the Code column and type NOTE and press RETURN, then press RETURN again in the next window.

Enter General Notes

At the bottom of the screen, you'll find a section called General Notes, as discussed in the previous topic. Click the plus icon on the right to add your note.

Feel free to add other Items to this job and then progress on to the next step of the tutorial.