Creating remakes or adjustments

Every shipped case has a green "Remake/Adjustment" button on the top right of the case record that can be used to initiate a remake or adjustment. Clicking that button will bring you to an easy-to-use popup screen that allows you to enter remake or adjustment data quickly and accurately.

This article will show you how to initiate an external remake or adjustment. A case must have already been shipped to the client in order to begin the remake process.

1) Search for the case from the homepage

2) If the case you're looking for doesn't come up, click "View All Cases"

*Default case search is active (unshipped) cases, but you can click "All Cases" to include shipped cases.z

3) Click "Remake/Adjustment" on the top right of the case record

4) Fill out the remake form by selecting teeth using checkboxes, selecting a reason (customizable in settings), choosing responsibility (who pays), and setting a new due date and/or schedule. Optional notes can be entered in "Remake Instructions"

5) Click "Create"

*The remake/adjustment case record will be layered on top of the old one, but you can view the earlier case record by selecting it from the drop down menu.

*There will also be a remake/adjustment indicator in red on the printed work ticket/RX.

Please note: Remakes/adjustments are given their own case number, but are automatically "attached" to the original.  You'll see all are clearly labeled "original" or "remake".  The original tag shows with the original case to clarify it's where everything started.

The reasons for the change are structural:  easier search to find multiple remakes (or try-ins), easier reporting since you can edit individual cases without affecting related cases, and the ability to delete a remake--and create others--as necessary.