How to create a copy of the order in Unite Software
07/11/2023When 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
- From Cases view
Go to Cases → select the necessary case → open the three-dot menu → select "Make a copy":
- 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":
- 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.