Using the Main Form

We'll start by taking a look at LabManager's Main Form and try a few common things.

Introducing the Main Form

If you log in as a practice, you will be presented with a list of your dentist accounts. The Main Form is displayed behind this.

The screenshot below shows how your Main Form will look to begin with.

Let's show you how to get started!.

Select a Dentist (practice login only)

If you have logged in as a practice, either refer to the Dentists list that appears when you log in, or click the Dentists button on the toolbar.

If you have logged in as a dentist, you will not be able to choose other dentists, so skip this section and continue reading from the Account History section.

The 'Dentists' window will let you search for the dentists associated with your account.

(Note: Don't see the dentist you need?)

The selected customer's details will now appear on the Main Form.

Account History

We will move onto actually creating a job with this dentist in the next topic but for the moment we'll simply select an existing job from this dentist's account history.

Click the Account History button on the toolbar...

Every row in this list is either a job or a financial transaction. Refer to the Description and Job columns.

Click on any job then click Select. You can also just double-click the job or select it with the arrow keys then press Enter.

The job you have selected will now show on the Main Form.

Job Selected onto the Main Form

If the status of the job you have selected is not 'Completed', there will be no invoice number or date visible at the top right of the form.

If there are more rows on the job than you are able to view on your screen, you can scroll down using the scrollbar on the middle right.

Job Status

You can always tell the current status of a Job by looking at the 'State' box.

Navigate to the Next or Previous Job

The Arrow buttons on the toolbar allow you to move through the jobs on the system, in order of their job number.

Try moving around between jobs now. Don't worry, you can't accidentally modify any existing jobs without going into Edit mode. More on modifying or deleting jobs later.

Sometimes LabManager won't let you move to another job using this form. This may be because the current job is being edited and something needs to be done with it first (eg. Book it In).

There is a way to have several Main Forms on the go at the same time, see the Help Documentation

The Prompt/Focus

•	The yellow background is used to highlight the piece of information you're currently working with. Move onto the next box by using the TAB key or just click in the box you want to use.

Job Items

This area forms the large middle section of the Main Form and lists the items for this job. These items are added by the user and can be modified at any time prior to the job being booked in by the lab.

In this section, many types of items or information can be entered, these include:

•	Special template notes (for example: patient details, shade required or notation)

•	Products and Services required

•	Prescription description

Action Bar

This area shows which actions are available to you, along with the hotkey you can press on your keyboard to complete that action. These icons can also be clicked.

The actions available will change depending on what you are doing at the time.

Menu Bar and Toolbar

At the very top of the form is the menu bar. When you click on one of the headings, a menu will drop down with relevant options.

Below this is the toolbar, which gives quick access to useful tools.

Attachments

Attachments are files that have been linked to the job, such as photos, 3D scans and PDF documents.

The Attachments area lists any files that have been linked to the job.

•	To add a file, click the green bubble at the top right of this area, or right click this area and choose "Add new", or press the Insert key when this area has the focus.

•	To open a file, double-left-click on it, or select it and press the space bar, or use the right click menu. Note that you must have an appropriate viewer installed on your computer for that type of file.

•	You can also delete an attachment from the right click menu.

General Notes

This area lists any comments that have been added to the job.

•	To add a comment to this area, click the green bubble at the top right, or right click this area and choose "Add new", or press the Insert key when this area has the focus.

•	You can delete a note from the right click menu.

Help

At the bottom of the main form you will often see a helpful prompt, this changes depending on what you're doing at the time so if you're wondering what to do next, check what it says here!

Additionally, hover your mouse over a button or control to see a tip.

If you're stuck

Most of the screens within LabManager will have a question mark icon in one of the corners, clicking on this will show a help window for the screen you're currently looking at.