Match the order and appointment
Link the lab order reference and appointment date to the latest lab status and its timestamp, keeping 'shipped' distinct from 'received at the practice'.
Check actual receipt
Compare the laboratory update with the practice's receiving record. A missing receipt needs a status check; it does not establish that the item is lost. Clinical inspection or approval remains a separate decision for the qualified team.
Prepare the administrative next step
Give the team the known facts and the precise unanswered question. If an appointment may need changing, leave that decision to the practice. The assistant can draft a contact note without telling a patient how treatment should change.
Work you can get help with
Illustrative scenario using sample information.
Match the order and appointment
- What you provide
- Case/order references, appointment and dated laboratory status.
- The useful result
- A list of appointments linked to their recorded order status.
- When the task is complete
- Reception confirms that each reference belongs to the correct case.
Check actual receipt
- What you provide
- Shipping update, practice receipt and clinical review status where provided.
- The useful result
- A receipt-check list separating dispatch, arrival and review.
- When the task is complete
- The practice records the confirmed receipt and appropriate professional review.
Prepare the administrative next step
- What you provide
- Checked order status, appointment and assigned staff role.
- The useful result
- A staff handoff and draft status enquiry.
- When the task is complete
- The practice records the response and decides the appointment's next step.
Questions you may have
Does shipped mean ready for the patient?
No. Shipment, receipt and the clinical team's review are different stages.
Can the assistant adjust the treatment schedule?
No. The qualified team makes treatment and appointment decisions.
Sources and further reading
- How do I check the Status of an Order? | Orthosnap Help Center
Orthosnap describes laboratory order statuses for aligners and an estimated shipping date visible for a specific case. This can provide a basis for an order-status register before an appointment.
This is documentation from one laboratory. An estimated shipping date does not confirm delivery to the practice or readiness for an appointment.
2026-11-04
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