Track Lab Work

After you have added your labs to Tops Ortho (see related article below), add lab details to your appointments for easy tracking!

Assign lab tags to Appointment Types:

Automatically mark specific appointments that require lab work.

1. Go to Tops Ortho > Practice Setup > Calendar.
2. Click on the Appointment Types tab.
3. Highlight the Appointment Type in the list to the left.
4. Click on your desired lab action in the Lab In/Out dropdown menu.
5. Click on the appropriate lab in the Lab dropdown menu (if necessary).
6. Once you have applied these settings, each time you schedule this appointment type, the lab settings will populate automatically in the Appointment Info window!

Manually assign lab tags to appointments:

Mark appointment types for lab work by opening up the Appointment Info window from the Appointment Book.

1. Open the Appointment Book by going to Day > Appointment Book or pressing Command B.
2. Right-click the appointment and select View Appointment Info.
3. Click on your desired lab action in the Lab In/Out dropdown menu.
4. Click on the appropriate lab in the Lab dropdown menu.

View your lab work for an upcoming day:

1. Go to Matrix > Appointments.
2. Select your desired day/date range from the Calendar pop-up.
3. When the report generates, click the up/down arrow icon for the third column; select Lab Work.
4. The Lab In/Out information for each appointment will display. If you have selected a Lab as well, it will display in parenthesis.
5. Group like lab information by clicking on the Lab Work heading.