Monthly Newsletter

News Bytes

Key Announcements

Get More From the Doctor Portal: the Super User Role

Many labs don't realize the Doctor Portal includes a Super User feature — it lets one login oversee and access multiple accounts under a practice or group. Our fresh, plain-language quick-reference walks through exactly how to set it up and who it's for.

New in Evolution 14.5: Fix a Patient Name on Any Case — Even Old Ones

The new Case Change Patient operation lets you correct the patient name on a case of any age and have it update on both the invoice and the statement automatically — no more manual edits or mismatched paperwork.

Popular Feature Spotlight

Batch Printing Work Tickets & Invoices

Still printing one at a time? Evolution can print work tickets and invoices in batches — a big time-saver many labs don't know exists. Set your criteria once and send the whole run to your printer.

Internal Remakes: Rerouting Completed Case to Return to Production

If a completed case needs to be returned to production, you can use the Internal Remake form to accomplish this under menu path: Management > Int Remake. Follow the same steps as you would to reroute any case, by selecting any step prior to Shipping. Once the case is rerouted, it will now be available to reschedule, if necessary. 

 NOTE: If the case was invoiced prior to rerouting, the invoiced line item(s) will NOT be available for changes during rescheduling. You may, however, add additional product(s) and schedule those.

Payment Remittance & Volume Discounts

Two month-end time-savers in one guide. Evolution's payment remittance tools help you apply and reconcile incoming payments quickly to keep your A/R clean — while sales volume discounts let you reward your higher-volume doctors automatically based on their statement totals. Our quick-reference walks through setting up both right on the statement.

Pro Tips & Tricks

FAQs

What's the difference between a CC Transaction and a Payment — and how do I apply payments?

A credit-card transaction (in CC Transactions) and a posted payment aren't always the same thing — a card can show a decline and a successful charge on the same record, which trips up a lot of labs. We're publishing a Payment processing Operations document for your reference.

How do I add a new service or product?

Adding a new service or product takes a few connected steps — creating the recipe, setting the service display order, and adding any metal. Our existing two-page guide walks through the whole sequence so nothing gets missed.

How do I issue a credit memo?

There are two ways: build a credit memo from scratch, or generate one from the original case. Credit-memo line items are more flexible than scheduled invoices, which is exactly why a quick refresher helps — we're linking credit memo processing documentation so your team can pick the right method every time.